K. Brad Tedrick, CFP®,CPWA, CIMA®

President

Phone: 760-758-3702
Fax: 760-758-3495
E-mail: Brad@wealthbridgeonline.com

K. Brad Tedrick entered the Financial Planning Industry in 1994 with a vision of being a valuable financial partner to individuals and business owners. Brad’s ability to combine his financial experience with disciplined and coordinated service processes has been a foundation for helping him and his clients to be more successful. In 2005, Brad founded WealthBridge Advisors, Inc., a wealth management firm that is focused on providing exceptional service to their clients.  All existing clients have come through the referrals and recommendations of clients and their advisors.

Brad’s extensive experience and commitment to ongoing education has enabled him to develop client-centered advisor teams that focus on a coordinated approach to serving his clients’ needs. As an innovator in the wealth management industry, he developed WealthPlan360™: a service platform that provides integrated Guidance, Organization, Planning and Tracking. Brad says, "Our primary focus and attention is our clients working toward their financial goals and dreams. We’ve created a platform that provides financial advice and accountability to our clients.

Brad strives to deliver coordinated and sophisticated strategies to his clients. He adds, "Wealth Management is ongoing and a service oriented process. We take pride in the ability to track, make adjustments, and monitor our client’s financial life and successes."  Furthering his commitment to wealth management, Brad is one of the first in the country to earn the CPWA^SM, Chartered Private Wealth Advisor designation from the Investment Management Consultants Association.

Brad, his wife of 19 years, Elaine, and their two children, Landyn and Layton live in Fallbrook, Ca. Brad enjoys traveling and spending time with his family along with teaching self-defense classes in Krav Maga.

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