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Bradley Shelley, Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Bradley Shelley

CFP®, ChFC®, CMFA®

Financial Advisor

B. P. Shelley & Associates
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Family Finances
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CMFA® Certified Military Financial Advisor®

Education

  • Bachelor of Arts, Johnson University 2011

Interests

  • Fan of all things Cincinnati, especially the Reds, Bearcats, FC Cincinnati, dining scene, and the local breweries
  • I am an avid reader, with my favorites including Tolkien, Lewis, and N.T. Wright