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Brad Boulton

Senior Vice President, Financial Advisor

CFP®

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Brad’s Locations

340 E Clark Ave
Orcutt, CA 93455
(805) 937-4556
214 E. Branch Street, Suite B
Arroyo Grande, CA 93420
(805) 937-4456
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About Brad

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
  • California Insurance License # 0I32712
  • Arkansas Insurance License # 16955800

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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