C. Bradley Bond| CFP®, CFA, AIF®
C. B. Bond Financial Planning
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Export, PA 15632
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
C. Bradley Bond is a Fee-Only Financial Planner with a Pittsburgh, PA area office and serving clients throughout the country. C. B. Bond Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. C. Bradley Bond is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
C. Bradley Bond is President of C. B. Bond Financial Planning, Inc., a financial planning and Pennsylvania-registered Investment Advisory firm headquartered in Export, Pennsylvania, a suburb of Pittsburgh. He has been providing independent, objective financial planning and investment consultation to individuals and families since 1996.
Brad evaluates key areas of your financial life, such as spending and saving, investments, taxes, insurance, college, retirement and estate planning. He creates a unified, comprehensive plan in these areas, and works with you to implement it, keep it on track, and make changes as your needs and objectives change.
Professional and Educational Background
- CERTIFIED FINANCIAL PLANNER® Practitioner
- Chartered Financial Analyst®
- Accredited Investment Fiduciary®
- Enrolled to practice before Internal Revenue Service
- MBA, Concentration in Investments and Finance, University of Pittsburgh
- MS, Mechanical Engineering, University of Michigan, Ann Arbor
- BS, Mechanical Engineering, Rutgers University, New Brunswick, NJ
- Registered Professional Engineer (PE), Commonwealth of PA
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association (FPA)
- CFA Institute (Chartered Financial Analysts)
C. B. Bond Financial Planning has been providing financial planning and investment advice to individuals and families since 1996. Over that time we have learned a lot, which has helped us define the key values that drive our practice:
There are many firms to serve the very wealthy. C. B. Bond Financial Planning focuses on serving people from all walks of life, and all life stages. At any life stage, key financial decisions such as establishing a spending and saving plan, deciding how much house or car to buy, managing debt, and prioritizing goals, can have lasting and leveraged effects. These kinds of decisions are important regardless of how much or how little money you have, which is why C. B. Bond Financial Planning does not require clients to have a minimum level of assets.
Integration of Financial Planning and Investments
Financial planning and investing are an integrated whole. Some firms separate the two, or focus only on investments. Financial planning provides the big picture in terms of defining financial goals and priorities. Investments are an important means to meet the goals. But an investment plan is rudderless without being tied in with the broader financial planning needs such as spending and saving, tax planning, college, insurance, retirement and estate planning.
Proven Investing Principles Combined with Behavioral Awareness
C. B. Bond Financial Planning does not try to figure out the best time to be in or out of a particular investment, or which investment sectors are going to do best in the next six months (or six days). We design well-diversified portfolios based on an investment policy tied to your goals and objectives, and your tolerance, need, and capacity for investment risk. Once the portfolio is established, we make small changes over time to make sure the portfolio stays on track.
We also recognize the emotional nature of investing, and help clients maintain investing discipline so they don’t panic when things are going poorly, or become too exuberant when things are going well. Market extremes, both high and low, are when we can provide our greatest value as an investment advisor.