Brad Maurer

Brad Maurer, CIMA®, has extensive experience in the financial services industry. Brad is currently serving as the Senior Vice President - Financial Planning at Edelman Financial Engines since November 2017. Prior to this, they worked as a Wealth Financial Advisor at BancWest Investment Services, Inc. from July 2015 to December 2017. Brad also served as a Regional Investment Consultant at Clark Capital Management Group from March 2008 to December 2014. From April 2004 to December 2007, they worked as a Regional Director at Brinker Capital, where they directed the sales of managed money solutions. Earlier in their career, they held various roles at Pershing, a BNY Mellon company, where they were involved in institutional sales and strategic advisor services. Brad began their career as a Financial Advisor at PNC Investments and as a Financial Planner at Baron Consulting Group, Inc.

Brad Maurer, CIMA®, received their Bachelor of Science in Business Administration (BSBA) with a major in Finance from Shippensburg University of Pennsylvania in the period from 1991 to 1995. In 2006, they obtained the certification of Certified Investment Management Analyst® (CIMA) from the Investment Management Consultants Association.