Advisors at this firm
Jonathan B
CFP®, Series 63, Series 66
Phoenix, AZ
Farnam Financial
Jonathan Bird is a CFP® professional with 11 years of industry experience. He has worked at Farnam Financial, LLC since 2019 and previously spent three years at Schwab Private Client Investment Advisory, Inc. He is based in Phoenix, AZ, and holds Series 63 and Series 66 licenses. Farnam Financial is a small SEC-registered advisory firm serving individual and high-net-worth clients, as well as employer retirement-plan sponsors. The firm focuses on passive portfolio construction supported by fundamental analysis and offers ongoing financial planning and consulting services to other advisers.
Melinda A
Series 65
Molalla, OR
Farnam Financial
Melinda Agosta is a financial advisor at Farnam Financial with a Series 65 designation and two years of industry experience. Prior to joining Farnam Financial, she worked in healthcare roles at WellSky and Legacy Meridian Park Hospital. Farnam Financial is a small SEC-registered advisory firm that provides investment management and financial planning primarily to individual and high-net-worth clients, as well as employer retirement-plan sponsors. The firm emphasizes passive portfolio construction supported by fundamental analysis and offers regular client reviews along with educational seminars and consulting services.
Gregory B
CFP®, CFA®, Series 63, Series 66
Peoria, AZ
Farnam Financial
Gregory Bradstreet is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Farnam Financial in Phoenix, AZ, where he has worked since 2024. Prior to that, he spent 12 years at Schwab Private Client Invest Advisory, Inc. Farnam Financial is a small SEC-registered advisory firm serving individual and high-net-worth clients, as well as employer retirement-plan sponsors. The firm emphasizes passive portfolio construction supported by fundamental analysis and offers ongoing financial planning with regular client reviews, alongside consulting services and educational seminars.
Ryan C
Series 65
Deltona, FL
Farnam Financial
Ryan Chivington is a financial advisor at Farnam Financial with a Series 65 designation and two years of industry experience. His prior work includes roles in manufacturing, painting, and nonprofit organizations. Farnam Financial is a small SEC-registered advisory firm serving individual and high-net-worth clients, as well as employer retirement-plan sponsors, with a focus on passive portfolio construction supported by fundamental analysis and ongoing financial planning. The firm also provides consulting services to other advisers and conducts educational seminars.
