About
Brad started his career at Fidelity Investments, where he confirmed his desire to build a career in the financial services industry. His personal motto is “Don’t talk about it. Be about it.” Brad is passionate about the specific details of financial planning for clients, understanding where they can save and how they can live the life they have always wanted. As a CERTIFIED FINANCIAL PLANNER™, Brad is committed to earning the trust of customers through the financial planning process. He likes to build customized solutions to solve challenging problems individuals face. Brad was a co-founder of Vivid Financial Management; he joined Wealth Enhancement Group as a Senior Vice President, Financial in 2021 through the Vivid acquisition.
In addition to creating his life-changing French toast and buttermilk maple syrup, Brad also hopes to one day participate in a six-month National Geographic trip to experience the nature he saw in magazine photos when he was as a child.
Education
- BS - Personal Financial Planning, Utah Valley University
Additional licenses and designations
- CA Insurance License #0I32712
Resources from Brad Boulton
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Current Clients
Contact me via email or me at the top of the page.
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Begin crafting a comprehensive financial plan
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