Brad E. Parish
President
Brad Parish is President and Co-founder of Schooner Financial Associates. His long career of financial planning started in 1986 and Brad has been advising families and small businesses ever since. He has a bachelor’s degree from Grand Canyon University and he holds series 6,7,63 and 65 securities licenses as well as being licensed in Life Insurance, Variable and Fixed Annuities, and Health Insurance.
In 1993 Brad co-founded Schooner Financial Associates with Alan Schmidgall. Their goal was to create a firm where high quality financial representatives could provide comprehensive financial planning to clients as independent advisors allowing them to serve the needs of the client rather than that of a proprietary firm.
Brad remains grateful for the relationships he has built with his clientele. To ensure that these lifelong relationships are maintained and that each client continues to receive personalized attention, Brad is only accepting new clients on a referral basis.
Our Services
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Retirement Planning
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Educational Funding
- Estate Planning
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401k’s
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TSA/403b’s
- Investment Asset Management
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Long-Term Care Insurance
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Disability Insurance
- Life and Health Insurance