Bradford C. Newsome, CFP® is a Financial Planner at Michigan Financial Companies, a financial services firm specializing in financial & retirement planning strategies, wealth accumulation, estate planning strategies, business planning and executive benefits for both publicly and privately held companies. As a Financial Planner, Brad’s expertise lies in developing and monitoring detailed, comprehensive financial plans that align with his clients’ long-term goals and financial objectives. He works closely with families, business owners, executive teams and their advisors to understand their needs, ensuring that the financial strategies are appropriate and customized for each individual situation.
Education
- Wayne State University
- B.S. Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER®
- Series 7
- Series 66
Memberships & Affiliations
Central Macomb Optimist Club
Personal Data
Brad resides in Clinton Township, MI with his wife, Nina. They have two sons, Tim & Nick, and an Airedale Terrier named Max. In his free time, Brad enjoys playing and coaching both basketball and bowling. Brad is an avid Detroit sports fan. You can catch him at a U of M basketball game as he is a season ticket holder.
I am passionate about working with my clients to assist them in achieving their financial goals. I take my fiduciary responsibilities very seriously. I enjoy listening to and learning about clients’ needs, lifestyles and their past experiences. I believe in working with my clients to develop an objective financial plan that best suits them as well as respects their investment opinions.