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Bradley Hamada

Advisor at Transamerica Financial Advisors

Updated today
Transamerica Financial Advisors logo

Firm

Transamerica Financial Advisors

Location

Alviso, CA 95002-2028

Credentials

Series 63, Series 65

Industry experience

20 years

About

Bradley Hamada is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles with LSPN Pro, LLC, the National Association of Registered Social Security Analysts, JAR Insurance Services, and Heartland Institute of Financial Education. Outside of advising, he works as a registered Social Security analyst helping clients optimize benefits and serves as a certified financial educator and college planner. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its large advisor network through multiple program platforms.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

2099 Gold Street

Alviso, CA 95002-2028

Most active in

California · Texas

Work history

LSPN Pro, LLC

2022 - Present (4 years)

National Association of Registered Social Security Analysts

2021 - Present (5 years)

JAR Insurance Services

2019 - Present (7 years)

Heartland institute of financial education

2012 - Present (14 years)

Hife College Planning

2012 - Present (14 years)

Transamerica Financial Advisors, Inc

2012 - Present (14 years)

Bradley Todd Akio Hamada

2010 - Present (16 years)

Investment Property

2008 - Present (18 years)

Wfgia

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Douglas A

Series 65

San Jose, CA

Andrey, Douglas

Active portfolio management
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Kevin M

CFP®, Series 65

Menlo Park, CA

Oak Peak Financial

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Mark L

Series 63, Series 65

Mountain View, CA

Ardent Capital

Active portfolio management
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Kenneth S

CFP®

San Jose, CA

KRS Tax & Investments Inc.

Annuities Real estate investing

Sri K

CFP®

Fremont, CA

Encover Personal Finance

I am a seasoned technology professional and an entrepreneur based in Silicon Valley. I have experience starting and running a software company that was venture-funded and subsequently acquired by a public company. During my high-tech career, I got intrigued by money matters such as savings, investments, insurance, taxes in order to achieve my family's financial goals. Out of curiosity, I spent time reading and researching various aspects of personal finance. I realized that there are a growing number of financial options available with increasing complexity in these choices. My passion towards financial planning ultimately resulted in pursuing formal education in financial planning, subsequently completing the CFP Board requirements to be a CERTIFIED FINANCIAL PLANNER® Professional. I launched Encover Personal Finance in 2018, primarily to help technology professionals achieve their financial life goals based on my own experience. I believe in serving clients honestly and transparently in a conflict-free manner. https://www.encoverpersonalfinance.com/about

Cash flow / budgeting College savings (529s, UTMA, etc.) Self-Employed Technology Professional Mid-Career Professionals Gen X (Born 1965-1980)
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Anandi K

CFP®, Series 65

Cupertino, CA

Akrish Financial Advisory

Stock option exercise strategy General tax planning Passive / index investing Private / alternative investments
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