Brad FineBrad Fine, CFP®Executive DirectorWealth Advisor
LinkedInAwards and Industry Recognition
Forbes
About Brad
Brad Fine is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a co-founder of The Hamlin Fine Group, he delivers comprehensive wealth advisory strategies to high-net- worth individuals that help manage the totality of their capital.
The continuity of a twenty-five year relationship between Brad Fine and Brad Hamlin has resulted in the development of a deep and lasting relationship with their clients. The Hamlin Fine Group currently has three Financial Advisors, two Client Service Representatives and one full-time Investment Associate who work closely with each other.
Brad has delivered numerous customized wealth plans and investment strategies to clients, and whether his clients are accumulating or distributing their savings, they appreciate that his investment philosophy is conservative in nature. Brad has developed a process that seeks to meet long-term goals and provides his clients with the financial freedom that they desire and deserve. This process has delivered over 40 of their clients from the "accumulation" phase of life to the "retirement income" phase.
Brad is committed to his client's success and dedicated to being a most trusted member of their financial team, providing objective personalized service with a high level of integrity and attention. The Hamlin Fine Group specializes in working with savvy individuals and families that just don't have the necessary time to organize, plan and invest with the level of sophistication needed in today's market.
A Los Angeles native, Brad grew up in the San Fernando Valley. He received a degree in Economics from the University of Southern California in 1992 and has an M.S. in Taxation from Bentley University. In 1999, he received his CERTIFIED FINANCIAL PLANNER® accreditation.
Brad began his career in the financial world while still in college as an intern at Prudential Bache Securities. He spent nine years at UBS and was a Senior Portfolio Manager. In 2017, he moved to J.P. Morgan with his team to provide clients with the firm's wealth of products and services delivered within a boutique setting.
Brad is married and resides in Rolling Hills Estates, California, with his wife and three children. Active in his community, he currently sits on the board of the Culver City Police Foundation and is an exercise and martial arts enthusiast.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now