Brad Barnblatt, CFP®, CIMA®
Managing Director - Senior Institutional Consultant
Brad Barnblatt is an accomplished finance professional with a wealth of experience in the industry. As a Managing Director for Garcia, Barnblatt, Foster of TSG Wealth Management in the San Francisco office, Brad is dedicated to providing top-notch financial solutions to his clients. With a focus on creating customized investment strategies for family trusts, retirement plans, and small institutions, Brad is committed to helping individuals and organizations achieve their financial goals.
With a strong foundation in finance and real estate, Brad earned a Bachelor of Science degree in Business Administration from San Diego State University (SDSU), specializing in Real Estate. He is also a licensed real estate broker, adding an extra dimension to his expertise in the field. Brad's academic background, coupled with his CIMA® (Certified Investment Management Analyst) and CERTIFIED FINANCIAL PLANNER™ designations, demonstrates his commitment to staying at the forefront of industry knowledge and providing exceptional financial guidance to his clients.
Throughout his career, Brad has developed a deep understanding of trust structures, insurance planning, long-term care planning, and liability management. His extensive knowledge and experience enable him to assist clients in ensuring that their estate plans align with their growing net worth. Building strong client relationships is at the core of Brad's work, and he takes pride in providing personalized and comprehensive solutions tailored to each client's unique financial circumstances.
Beyond his professional endeavors, Brad leads a fulfilling life. He finds solace in a variety of hobbies, including skiing, bicycle riding, motorcycle riding, and playing tennis. An avid music enthusiast, Brad enjoys attending live performances and has a particular affinity for the Blues. Furthermore, he loves exploring new places through travel, which broadens his perspective and enriches his understanding of diverse cultures.
Family is an essential aspect of Brad's life. Brad and Portia have been together for more than 30 years. Portia is an accomplished Chinese Medicine Doctor with offices in the city as well as developing and teaching new techniques worldwide. They have one daughter, Jade, who recently graduated from Tulane University and is currently pursuing an MBA. Together, they form a supportive unit that inspires Brad in both his personal and professional endeavors.
Brad's commitment to community involvement is evident through his active participation in the SDSU Bay Area Regional Council (BARC). Through this organization, he helps raise funds for the school and sponsors an annual scholarship for a local student. Furthermore, Brad serves as a mentor to business and finance students at SDSU, contributing to the growth and development of the next generation of professionals.
Brad Barnblatt's unwavering dedication to his clients, coupled with his extensive knowledge and diverse skill set, make him a trusted and sought-after financial advisor. Whether it's devising comprehensive investment strategies or ensuring proper estate planning, Brad is committed to empowering individuals and institutions to achieve their financial aspirations.
California Insurance License #0B59289
Resident State CA
You may not know this about Brad Barnblatt...