Brad FineBrad Fine, CFP®Executive DirectorWealth Advisor
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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
From Tokyo to London to Washington, debt is in the doghouse
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When will the Fed hike? It doesn’t matter
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August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now