whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini bradley rudman   photo
Rudman Cannon Financial Advisors
New York, NY

Brad Rudman

CFP®
Score:
--

Meet Brad

466157752 200x150
Introduction - Brad Rudman
466157821 200x150
Portfolio Composition - Brad Rudman
Video Transcripts

Brad has been trained and has hands on experience in all phases of the financial planning arena: tax planning and strategies graduating with a degree in Accounting from Queens College, N.Y., working within the tax department of a major accounting firm, fifteen years experience as a financial investment advisor with Merrill Lynch Pierce Fenner & Smith and various major investment firms.

Most recently Mr. Rudman has owned and managed a…

Brad has been trained and has hands on experience in all phases of the financial planning arena: tax planning and strategies graduating with a degree in Accounting from Queens College, N.Y., working within the tax department of a major accounting firm, fifteen years experience as a financial investment advisor with Merrill Lynch Pierce Fenner & Smith and various major investment firms.

Most recently Mr. Rudman has owned and managed a Money Management firm specializing in defining and implementing investment strategies to enhance client returns and guiding clients through the financial planning process. Mr. Rudman has completed the requirements for the Certified Financial Planning Board of Standards.

Designations held: Series 7, 24, 63 Option Principal 4

Brad has been granted the right to use the CFP® certification by the Certified Financial Planning Board of Standards, Inc. (CFP Board). A CERTIFIED FINANCIAL PLANNER™ professional is someone who has demonstrated the commitment and obtained the experience to use the CFP® mark. A CFP® certificant has had to demonstrate academic coverage of more than 100 integrated financial planning topics, passed rigorous examination requirements, satisfied work experience requirements, and agreed to the CFP Board of Standard’s Code of Ethics. In addition, a CFP® certificant is required to obtain a minimum of 30 hours of continuing education every 2 years.


Services offered

Investment Management
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management

Experience with

Small business owners
Medical professionals
Finance professionals

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
Spinner Loading...