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Bradley A Handel, Private Wealth Advisor serving the Youngstown, OH area - Ameriprise Advisors

Bradley A Handel

BFA, CMFC, CAS©

Private Wealth Advisor

The Handel2 Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 19 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CMFC™ Chartered Mutual Fund Counselor™
  • CAS® Certified Annuity Specialist®

Education

  • Bachelor of Science in Business Administration, Finance, The Ohio State University

Awards & recognition

  • The Handel2 Group, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Circle of Success, 2022-2023

Professional associations

  • College of Financial Planning, CMFC Education Requirements
  • Institute of Business and Finance, CAS Education Requirement
  • College of Financial Planning, BFA Education Requirements

Community participation

  • Make-A-Wish Foundation
  • St. Charles Catholic Church Finance Counsel
  • On the Board for Cardinal Mooney High School

Interests

  • Spending time with family and friends is what I value most.
  • I have a passion for watching sports; baseball, basketball, golf and my true favorite football. I have favorite teams at all levels and love to talk about them. Please feel free to ask!
  • I try to golf as much as possible. I am also a member of two bocce leagues (Summer/Winter).
  • In my spare time I enjoy travel, dining, and reading.
  • I just started a garden and love to learn new tips and tricks to help my vegetables grow. Let me know if you have any advice!