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.
2023 marks Brad’s 30th year of his career exclusively in financial planning and the 25th year since co-founding Financial Principles, LLC with Michael Flower, CFP®. The Fairfield, NJ based financial services practice also maintains a satellite office in Midtown Manhattan.
For 28 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 23 “Court of the Table” and 17 “Top of the Table” qualifications. 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.