Bradley Steinman, JD, CFP®, is a Partner and Wealth Advisor at Waverly Advisors, where he helps individuals and families navigate investment management, tax strategy, and estate planning. He joined Waverly in 2024 following its acquisition of StrategIQ Financial Group, continuing a family legacy that began with Personal Financial Planning, Inc., where he practiced alongside his father.
Bradley brings a distinctive perspective shaped by his prior career as an attorney. Licensed in Oregon (2013), Texas (2020), and Illinois (2021), he has served as lead counsel in jury trials, argued numerous motions, and handled complex appellate and transactional matters. This legal foundation informs his approach to sophisticated financial decisions, risk management, and generational planning.
In 2019, Bradley expanded into wealth management, earning his Series 65 while actively practicing law. As a CFP® professional, he combines legal insight with financial planning expertise to help clients manage the intersection of investments, taxes, and estate structures with clarity and confidence.
He is passionate about building long-term relationships and helping clients achieve financial well-being across generations.