Brad Fisher (CFP®, MBA, RICP®)

Brad Fisher focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Brad Fisher joined Accredited Wealth Management as a Senior Financial Planner in 2019.  Brad offers extensive knowledge in all aspects of financial planning including investment management, retirement planning and risk management.  With his prior work experience in banking, insurance, and at a national brokerage firm, Brad's strength lays in tying these broad but interrelated concepts together to form a cohesive plan for clients at any stage of life.

Brad received his bachelor's degree in political science from Vanderbilt University, an MBA with a finance concentration from Wake Forest University, and a Graduate Certificate in Personal Financial Planning from Georgia State University.  He received hs Certified Financial Planner designation in 2003 and his Retirement Income Certified Professional (RICP) designation in 2014.  Brad has taught financial planning courses at Emory University in Atlanta and Bellarmine University in Louisville.  Additionally, he has been an instructor for the Investment Planning module offered by Kaplan Continuing Education to industry professionals in order for them to sit for their CFP certification.

Born and raised in Louisville, Brad returned home from Atlanta, GA in 2005 to be closer to family.  Outside of work, he enjoys spending time with his family, watching college athletics, playing tennis, and coaching his children's sports teams.  Brad is married to Jennifer, and they have two boys.

NAPFA Start Date

January 02, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6010 Brownsboro Park Blvd Ste F Louisville, KY 40207-1294 Phone: (502) 290-1905