Bradley Shammas

Bradley Shammas

CFP, CPFA
IWM Financial, Inc.


151 Yorba Street, Suiet 200B, Tustin, CA 92780

bradley@iwmfinancial.com
(714) 263-1953

   



  • Financial Services

    • Retirement Planning
    • Retirement Plan Consultant
    • Money Management

  • Irvine

  • Member

  • Grace Community Church of Riverside

About Me

I am a CFP® Certificate Holder, completing my education at UCLA.  I earned a double major in Business Administration and Economics at Cal State Fullerton.

I’m a California native, living in Riverside, operating my business out of North Orange County, and am an active member of my church

About Company

I work with people who feel like they pay too much in taxes and are ready to make an intentional plan.

The areas of focus with clients are:
*Comprehensive Planning: you’re busy balancing your business and your family, so you need a strong team to handle your financial planning.
*Retirement Plans: as your business continues to grow, you need strategies to alleviate your tax burden, and strategies for your employer benefit plan offerings.
*Tax Strategies: you need assistance mitigating tax burdens affecting your wealth-building process.
*Investment Management: the number of options can be daunting, so you need analysis and recommendations you can be confident in.
*Estate Planning: you want to ensure your estate is properly managed so your wealth continues to grow.

Company moto: Plan First, Invest Second

Favorite Scripture


Proverbs 3:5-6