Who We Are

C. Bradley Bond, CFP® , CFA

C. Bradley Bond, CFP®, CFA   is President of C. B. Bond Financial Planning, Inc., a financial planning and Pennsylvania-Registered Investment Advisory firm headquartered in Murrysville, Pennsylvania, a suburb of Pittsburgh. He specializes in providing financial planning services and investment advice to individuals and families on a fee-only basis.

Brad is a charter member of The Garrett Planning Network (GPN), a nationwide network of professional, fee-only financial advisors. GPN was founded by nationally recognized CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Sheryl Garrett, with the vision of making competent, fee-only financial advice accessible to people from all walks of life, not just the wealthy.

Many financial services firms accept clients only if they meet certain income and net worth requirements. Brad and his fellow GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, C. B. Bond Financial Planning provides financial advice on an hourly or fixed-fee basis for one-time, as-needed or periodic consultation. On the other hand, if you need ongoing advice or more time-intensive services, that is available also. There is no need to establish an investment account through the firm, although such an arrangement is available if desired.

In addition to his financial planning practice, Brad conducts financial education seminars for the public in areas including investment planning, retirement planning, college financial aid planning, and long-term care. He also serves on several volunteer committees for the Franklin Regional School District.

Professional Memberships

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • Association for Investment Management and Research (AIMR) 

CFP™, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst ® are trademarks owned by the Association for Investment Management and Research.

 


 
©2010 C. B. Bond Financial Planning, Inc. All rights reserved.