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 Bradley J. Salo, CFP
Chief Investment Officer
Brad Salo’s career as a financial advisor has spanned almost two decades. Brad began his career as a financial advisor at American Express, where he resided for seventeen years. At American Express, Brad was a member of the President's Advisory Council, which ranked him in the top 1% of the more than 11,500 advisors nationally.
At California Capital Management, Brad’s role is to manage client assets. This process starts with researching and analyzing the managed investments available to clients, choosing the investments that match the client’s needs and goals, and ends with delivering the advice to the client.
Salo has been appointed to the Practitioner's Division of the International Association for Financial Planners and is also a member of the Institute of Certified Financial Planners.
Salo, a Certified Financial Planner since 1991, has also held leadership roles at American Express and traveled throughout the country mentoring veteran advisors. With Linsco/Private Ledger, he has also taken on the role of Registered Principal in charge of the company’s compliance.
Brad and his wife Lee have two children, Andrew and Samantha. He earned his Bachelor's degree in Business Management from San Diego State University. Brad was born November 9, 1963.
CA Insurance Licence #0729349 |
