Firm

Bradley is a Certified Financial Planner® , Co-CEO and Chief Investment Officer with Future Finances, Inc. Bradley received his Bachelor of Arts degree from Capital University in Economics/Business Management. He is a Registered Principal with Triad Advisors, LLC. and a licensed insurance representative specializing in life, disability, and long-term care. He has over 20 years experience helping investors and has worked extensively with individuals in the areas of financial planning, wealth management, retirement planning, insurance, and estate planning. Bradley frequently appears on radio and television to discuss investing and financial planning and has conducted financial workshops covering a wide range of financial topics.

Bradley has served as the chairman of Columbus Saves, local chapter of national non-profit, America Saves, and also served on the board of the Personal Finance Task Force of Franklin County. Bradley lives in Columbus, Ohio with his wife, two sons and a daughter and enjoys working with the Columbus Special Olympics program as a coach and partner.

Because of his 20+ years of service to Special Olympics, Brad received the Community Service Award through the Invest in Others program. The award is presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization.

 Education

• Capital University - BA Economics/Business Management
• College for Financial Planning

Professional Designations

• Certified Financial Planner™ Professional
• Investment Advisor Representative with Future Finances, Inc.
• Registered Securities Principal with Triad Advisors, LLC.

Max Larsen, President of Future Finances, Inc., has been involved in the financial services industry since 1979. Max is a CPA and CFP™ professional and was admitted to the Registry of Financial Planners with the International Association of Financial Planning. He is an Investment Advisor Representative with Future Finances, Inc. and a Registered Principal with Triad Advisors. He has also completed the Wharton School of Business Certified Investment Management Analyst (CIMA) Program. Prior to starting his own firm, Max was a controller and a senior financial analyst with a Fortune 100 corporation. He was also a financial consultant to a computer software firm dealing with Fortune 500 corporations. Max has a nationally based clientele and publishes a weekly Market Update newsletter. He has spoken at and conducted numerous corporately-sponsored programs and has appeared on radio and television.

Education

• Northeastern University MBA-Finance
• State University of New York BS-Business Management/BA-Economics

Professional Designations

• Certified Public Accountant (CPA)
• Certified Financial Planner™ Professional
• Investment Advisor Representative with Future Finances, Inc.
• Admitted to the Registry of Financial Planners with the Intl Assoc. of Financial Planners
• Registered Principal with Triad Advisors
• Certified Investment Management Analyst (CIMA)-Wharton School of Business
• Member of the National Association of Family Wealth Counselors