Brad Bertrand – Retirement Planner
Bertrand Wealth Strategies, LLC
Brad has nearly 25 years of experience in the financial services industry. He specializes in developing retirement and income plans for individuals who are approaching retirement or are already retired.
Bringing insight and clarity to complex topics, he specializes in subjects ranging from retirement planning, employer-sponsored plans, rollovers, income and distribution planning, and asset preservation.
Brad Bertrand serves clients in central Oklahoma, focusing on the greater Oklahoma City area. Brad works with families and individuals in Blanchard, Norman, Midwest City, Yukon, Moore, Edmond, and OKC. He’s also available to travel to other areas of the state and can even serve those living outside of Oklahoma. Brad, his wife, and their two teenage daughters live in Blanchard on a working ranch that has been in the family for 100 years.
As a Registered Investment Advisor with Bertrand Wealth Strategies, LLC, Brad possesses a Series 65 license with FINRA. He earned his MBA degree from the University of Texas and a finance degree, with Summa Cum Laude honors, from Northeastern University. Use the contact form below to get in touch with Brad, and he can assist you with your needs.