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Bradley H. Bofford, CLU®, ChFC®, CFP® | Managing Director, Partner

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Bradley H. Bofford, CLU®, ChFC®, CFP® is a Managing Director and Founding Partner of Financial Principles, LLC, a Hightower wealth management practice.

Brad specializes in comprehensive financial planning, retirement planning and wealth management. He advises on complex financial challenges for successful business owners, executives, retirees, and affluent families in the Greater New York City metropolitan area focus on their financial independence.

Brad began his career in financial planning in 1993 and co-founded Financial Principles, LLC in 1998 with Michael Flower. The Fairfield, NJ based financial services practice also maintains a satellite office in Midtown Manhattan.

For 27 consecutive years, Brad has been recognized as a Qualifying Life Member by the prestigious Million Dollar Round Table, a global, independent association of more than 62,000 of the world's life insurance and financial services professionals from more than 500 companies in 69 countries. To date, Brad has achieved 22 “Court of the Table” and 16 “Top of the Table” qualifications. Brad is also a multiple recipient of NJ Monthly’s Five Star Wealth Manager Award. He has served as a resource for various industry publications, including Dow Jones, BusinessWeek, Investment News, Financial Planning Magazine, Research Magazine, and New Jersey Business News. He has also been a featured speaker on “Your Financial Health Show” on WVNJ 1160 AM.

Brad earned his Bachelor of Arts degree in International Relations from the University of Delaware in 1993. He is currently a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Brad holds the Series 6, 7, 63 and 65 licenses, as well as Life & Health insurance licenses. He previously served as an Adjunct Professor for the CFP® Program at Fairleigh Dickinson University.

Brad is very active in several community and charitable organizations. He recently began serving on the Wealth Management Advisory Committee for the University of Delaware, after completing two terms on the Executive Board for the University of Delaware Alumni Association. Brad is an active donor to the Delaware Diamonds Society and the UD Carillon Circle. Previously he served on various committees of the UDAA and was President of the Northern New Jersey Alumni Club from 1995 thru 2013. He also is an active volunteer and donor for the Bergen County Horse Rescue in Mahwah, New Jersey. Additionally, Brad participates in various other charities, such as Bike MS, Bike NY, the Rock and Roll Hall of Fame and the MDRT Foundation. Brad and his family reside in Bergen County, New Jersey. Outside of work, he thoroughly enjoys attending concerts and sporting events, as well as cycling, traveling, and spending time with his two daughters and their Goldendoodle, Buddy.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com

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