Bradley Laczny

Introduction

I am an independent Financial Advisor with Sierra Ridge Wealth Management. I have over two decades of experience and I specializes in helping individuals and small businesses work towards pursuing their financial goals. The financial services industry, tax codes, and federal regulations are constantly changing. To serve my clients to the best of my ability I am constantly reading and learning the information needed to help my clients in ways many advisors do not.  Recognizing that each client has individual needs, I dedicate myself to understanding and appreciating each client’s situation before making recommendations.  I believe in educating clients and I work diligently to help them develop achievable goals, understand their financial choices, and implement strategies that assist them in attaining their personal plans. As an independent financial adviser,  I am truly able to tailor the advice I provide so it will always be in the best interest of each client.

I am here for you. Let’s work together and create a successful roadmap for your financial future.

I received my bachelor’s degree at the San Jose State University with a major in Accounting and Finance in 2000.  I started off interning at Merrill Lynch prior to graduating and have worked within this industry ever since. I spent time at Charles Schwab, Golden 1, and most recently for JP Morgan Chase. I currently hold the following licenses: Series 7, 66 and Insurance license

In my spare time, I enjoys spending time with his wife and kids, whether it’s a festival, kids sporting events, restoring classic cars, or even building one from the ground up, I do what I can to have fun and enjoy whatever it is I am doing in the moment.  I also enjoy working out, catching a baseball, basketball, or football game as much as I can.