Bradley R. Peterson, CLU®, RICP®, CLTC®, LLIF
Brad joined Freedom Financial Planning in January 2024. Brad previously worked at Sequoia Financial Group and led the Insurance department. Brad brings over 30 years of insurance and financial services experience to the team.
Brad specializes in new business development and expanding our client base. He enjoys working with other advisors and providing technical advice on insurance and retirement planning.
More than 30 years of insurance industry experience provides him with a refined perspective in designing an insurance strategy that is tailored for a client’s individual financial objectives. Clients who work with him can expect transparent communication, open dialogue, and a team dedicated to serving their best interests. His role is centered around helping clients protect what they have worked so hard to build and to leave a lasting legacy for the future. What matters to our clients matters to him.
Professional Accreditations & Education
- Bachelor of Business Administration in Finance – University of Toledo
- Chartered Life Underwriter – The American College
- Retirement Income Certified Professional – The American College
- Certified in Long-Term Care
- LIMRA Leadership Institute Fellow Designation – The Wharton School
- Securities Licenses - Series 6, 26, 63, 65
- Insurance Licenses for Life, Accident, and Health, and Variable Products
Prior Experience
- Vice President, Insurance - Sequoia Financial Group
- Managing Director, Insurance – Wealthstone Advisors
- Corporate Vice President – New York Life
- Sales Vice President – Lincoln Financial Group
- National Sales Manager – Mutual of Omaha
Up Close
- Makes his home in McCormick, SC with his wife, Cindy
- Enjoys golf, hockey, and cheering on the Ohio State Buckeyes, Minnesota Vikings and Columbus Blue Jackets.
- Is a retired Ice Hockey Official