Brad Connors
Brad Connors, CEPA, is the President and CEO of iWealth, where he brings over 30 years of experience in financial planning and wealth management. He works closely with business owners and their families to help them structure and manage their financial lives with clarity and purpose. Known for integrating behavioral finance into client meetings, he emphasizes strategic communication and multi-generational planning. Brad is the creator of the FDC Plan on Purpose tool, a visual resource that incorporates principles of behavioral finance into financial planning, enabling clients to clearly track their progress. He is also an accomplished author and best known for his retirement planning book, “Fish Don’t Clap: Planning for a Purposeful Retirement.” Brad has partnered with SEI’s Advisor group since 2004.
Waseca, MN
Contact
www.linkedin.com/in/bradconnors
(507) 382-2084