Member | Wealth Advisor
Brad Kidd is a member at CPA Group of The Rockies and a wealth advisor who primarily focuses on creating, implementing, and maintaining custom financial frameworks to guide all aspects of a client’s financial life. He currently holds active Series 7, Series 66, and Life/Health Insurance licenses through LPL Financial. Additionally, Brad is pursuing the CFP (Certified Financial Planner) designation to provide an even more holistic approach to clients’ wealth. He is an integral member of our team with his intimate knowledge of investment and financial planning strategies that complement a client’s tax needs.
A native of Florida, Brad played collegiate golf (and graduated from) Florida Atlantic University. Brad moved to Colorado in 2015 and now calls Northern Colorado his home. He married his high school sweetheart, Lindsay, and together they adopted a loyal pup named Albie. Brad enjoys hiking, mountain biking, paddle boarding, golfing, and visiting local breweries. Yes, yet another individual on our team loves golf – seriously, let us know if you want to hit the links!
Brad looks forward to helping all clients with their financial questions and needs. He has enjoyed the opportunity to merge two very important worlds in personal and business finances: financial advising and tax/accounting services.
Connect with Brad: firstname.lastname@example.org