Brad Dickman, CFP®, ChFC®, RICP®

Welcome!!

I hope this site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning strategies, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.  I take an educational approach that is easy to  understand and solely focused on your financial success. After thoroughly reviewing your needs and goals, we can begin to determine which financial strategies best fit your situation. The end result is a financial roadmap that consists of small, manageable steps that will guide you through the various phases of financial planning and your career.

I believe in the following values:

Education  -  I believe that education is the single most important factor for myself and my clients.  The rules, regulations, and strategies for the investment and insurance industry are constantly changing, so I work hard to have the most up to date information for my clients.  I feel that it is equally important for me to share that knowledge with my clients, so we can achieve both long-term and short-term financial goals.  I hold the following licenses and certifications: 

  • B.S. in Business Administration from The Ohio State University, Fisher College of Business.
  • FINRA Securities Registration: Series 7, Series 66
  • Ohio Life, Health and Variable Products License
  • CERTIFIED FINANCIAL PLANNER™, CFP®
  • Chartered Financial Consultant®, ChFC®

Personal Approach  -  I believe that every situation is unique.  After meeting with clients, I develop strategies that are custom made to help them achieve their goals. 

Holistic Approach – I believe the best way to be a true planner for a client is to take a holistic approach and not a transactional approach.  Many clients come in with multiple accounts and insurance policies that were “sold” to them, but I want to make sure everything complements each other and is in line with their overall goals. 

Integrity  -  I pride myself on my values, ethics and principles.  I believe in creating long-term relationships and always placing my clients' interests ahead of my own. 

Overall, I hope to create small, manageable steps to help my clients attain their goals, so that by planning for tomorrow will help them live more freely today.      

 

Email: BDickman@StonebridgeWealth.net

Cell Phone: 614.499.6744

Office Phone: 614.427.1428

Fax: 614.427.1402

          

 

CFP® and CERTFIFED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.