Brad Barnblatt, CFP®, CIMA®
Managing Director - Senior Institutional Consultant
Brad Barnblatt is a Managing Director with Garcia, Barnblatt, Foster at TSG Wealth Management in San Francisco. With extensive experience in finance and wealth management, Brad works closely with families, trusts, retirement plans, and smaller institutions to develop customized investment strategies designed to preserve wealth, manage risk, and support long-term wealth goals.
Brad brings a comprehensive perspective to wealth management, combining investment expertise with a strong understanding of estate planning considerations, insurance, long-term care, and liability management. He works to ensure that each client’s wealth strategy reflects their individual circumstances, evolving priorities, and long-term objectives. His approach is grounded in personal relationships, thoughtful planning, and a commitment to providing clear, tailored guidance.
Brad earned a Bachelor of Science in Business Administration, with a specialization in Real Estate, from San Diego State University (SDSU). He holds the Certified Investment Management Analyst® (CIMA®) and Certified Financial Planner® (CFP®) designations, reflecting his commitment to professional excellence and ongoing education.
Beyond his professional practice, Brad is dedicated to supporting the next generation of business and finance leaders. He is actively involved with SDSU’s Bay Area Regional Council (BARC), helping raise funds for the university and sponsoring an annual scholarship for a local student. He also mentors SDSU students pursuing careers in business and finance, sharing his experience and perspective to help them prepare for professional success.
Outside of work, Brad enjoys skiing, cycling, motorcycling, and playing tennis. A passionate music enthusiast, he particularly enjoys the Blues and attending live performances. He also loves traveling and discovering new places and cultures.
Family is central to Brad’s life. Portia and Brad have shared more than 30 years together. Portia is a Doctor of Chinese Medicine who maintains practices in San Francisco and develops and teaches techniques internationally. Their daughter, Jade, graduated from Tulane University and now works in New York City.
Brad’s professional philosophy reflects a simple principle: effective wealth management begins with understanding the people behind the portfolio. By combining investment knowledge, comprehensive planning, and lasting client relationships, he strives to help individuals, families, and institutions navigate financial complexity with confidence and pursue their long-term goals.
You may not know this about Brad Barnblatt…