Brad Draper
Director of Financial Planning - Chartered Retirement Planning Counselor & SmartVestor Pro at Edelman Financial Engines | Las Vegas, Nevada, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Brad Draper serves as the Director of Financial Planning at Edelman Financial Engines, where he leverages over 20 years of experience in the financial services industry to provide comprehensive wealth management solutions. As a Chartered Retirement Planning Counselor (CRPC) and a Chartered Mutual Fund Counselor (CMFC), Brad specializes in retirement income planning, strategic asset allocation, and the management of mutual fund and ETF investments. His expertise extends to guiding clients through the complexities of 401(k) plans, IRAs, and other qualified retirement plans, ensuring they are well-prepared for a secure financial future.
In his current role, Brad is instrumental in helping clients develop tailored financial goal plans that align with their unique aspirations and circumstances. His fiduciary responsibility as a Series 65 licensed professional underscores his commitment to acting in the best interests of his clients, providing them with objective advice that minimizes risks and maximizes opportunities. Brad’s proficiency in utilizing advanced financial planning tools, such as Money Guide Pro, enables him to create robust distribution strategies that cater to high-net-worth individuals and families.
Key projects under his leadership at Edelman Financial Engines include the integration of innovative financial planning methodologies following the merger with The Mutual Fund Store and the expansion of SmartVestor Pro services. Through these initiatives, Brad aims to enhance client engagement and education, empowering them to make informed financial decisions. His relationship management skills and deep understanding of the investment landscape position him as a trusted advisor, dedicated to guiding clients toward achieving their long-term financial goals.
Director of Financial Planning - Chartered Retirement Planning Counselor & SmartVestor Pro at Edelman Financial Engines in April 2006 to Present
Professional Banker at Nevada State Bank in January 2005 to January 2006
Client Service Representative at Merrill Lynch in January 2001 to September 2002
See more
See less
Mutual Funds
Wealth Management
Financial Advisory
Investments
Asset Allocation
Investment Advisory
Retirement Planning
Equities
401k
Relationship Management
Diversification
401k Rollovers
Asset Management
Wealth Management Services
Retirement
Portfolio Management
Bonds
Trading
High Net Worth Individuals
Series 65
Institutional Investments
ETFs
Money Guide Pro
Fiduciary
Distribution Strategies
Social Security
See more
See less
Discover more about Edelman Financial EnginesWhat is Brad Draper email address?
Email Brad Draper at [email protected] and [email protected]. This email is the most updated Brad Draper email found in 2026.
What is Brad Draper phone number?
Brad Draper phone number is +17028454518 and +18315888785.
How to contact Brad Draper?
To contact Brad Draper send an email to [email protected] or [email protected]. If you want to call Brad Draper try calling on +17028454518 and +18315888785. (updated on October 30, 2024)
What is Brad Draper net worth?
Brad Draper has an estimated net worth of $375,000 to $499,999
What company does Brad Draper work for?
Brad Draper works for Edelman Financial Engines
What is Brad Draper's role at Edelman Financial Engines?
Brad Draper is Director of Financial Planning - Chartered Retirement Planning Counselor & SmartVestor Pro
What industry does Brad Draper work in?
Brad Draper works in the Financial Services industry.
Brad Draper Email Addresses
Brad Draper Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Brad Draper
Cloud GTM Portfolio Manager at Insight
Executive Vice President Business Development at Pretorian Labs
Developer at PNT Financial LLC
Branch Manager at Bobcat Enterprises
Operating Partner at Live the Dream Management Group (LTD)
Power Management Architect at Intel Corporation
MBA Candidate at Carnegie Mellon University - Tepper School of Business
Senior Manager at CAPTRUST
Director of Chemical Biology and Proteomics at Odyssey Therapeutics
HRIS Manager at GAF
Operations Manager of Customer Service West/Southwest at Marten Transport
Security & Network Engineer at Vorys, Sater, Seymour and Pease LLP
National Sales Director - Ancillary Channel Development at BCS Financial Corporation
Director - Private Capital at Financial Markets International, Inc. (FMI)
Credit Manager at Sidi America, Inc.
Senior Director at EY-Parthenon
Software Engineer, Infra at Facebook
Health and Physical Education Teacher at New Brunswick Board of Education
Army Officer at U.S. Army
CEO & CREATIVE DIRECTOR at RON BLUNT STUDIO / Architectural Photography
Show more
Show less