Bradley Bofford is a Managing Director and Partner of Financial Principles, LLC, a HighTower wealth management practice. With his deep industry knowledge and experience, Brad has been helping clients make informed financial decisions for more than 25 years.
Brad specializes in comprehensive financial planning, retirement planning and asset management. He focuses on addressing complex financial challenges and helping successful business owners, executives and affluent families in the Greater New York City metropolitan area focus on their financial independence.
Brad co-founded Financial Principles, LLC in 1998 with Michael Flower. The Fairfield-based financial services practice was previously affiliated with Securities America prior to becoming a HighTower wealth management practice in 2018.
For 25 years, Brad has been recognized as a Qualifying Life Member by the prestigious Million Dollar Round Table, a global, independent association of more than 62,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 69 countries. To date, Brad has achieved 19 “Court of the Table” and 13 “Top of the Table” qualifications. Brad is also a six-time recipient of NJ Monthly’s Five Star Wealth Manager Award (2012-2018).* He has served as a resource for various industry publications, including Dow Jones, BusinessWeek, InvestmentNews, Financial Planning Magazine, Research Magazine, and New Jersey Business News. He has also been a featured speaker on “Your Financial Health Show” on WVNJ 1160 AM.
Brad earned his Bachelor of Arts degree in International Relations from the University of Delaware. He is currently a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Brad holds the Series 6, 7, 63 and 65 licenses, as well as Life & Health insurance licenses. He previously served as an Adjunct Professor at Fairleigh Dickinson University.
Brad is very active in several community and charitable organizations. Currently, recently was elected to the Executive Board for the University of Delaware Alumni Association. Previously serving on various committees of the UDAA and was President of the Northern New Jersey Alumni Club from 1995 thru 2013. He is also an active member and fundraiser for various charities, primarily the Bergen County Horse Rescue, Bike MS, Bergen Bike Tour, Bike NY, the Rock and Roll Hall of Fame and the MDRT Foundation. Brad and his family reside in Bergen County, New Jersey. Outside of work, he thoroughly enjoys attending concerts and sporting events, as well as cycling, traveling and spending time with his two daughters and their Goldendoodle.
* Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.