Brad FineBrad Fine, CFP®Executive DirectorWealth Advisor
LinkedInAbout 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 financial advisory strategies to high-net-worth individuals that help manage the totality of their capital.
The continuity of a 25-year relationship between Brad Hamlin and Brad Fine 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 financial 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 provide his clients with the financial freedom they desire and deserve. This process has delivered over 40 of the Group's clients from the "accumulation" phase of life to the "retirement income" phase.
Brad is committed to his clients' 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 who 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 attended the University of Southern California and received his degree in Economics in 1992, and has his master's degree in Taxation from Bentley University. Brad began his career in the financial world while still in college as an intern at Prudential Bache Securities. In 1999, he received his CERTIFIED FINANCIAL PLANNER® accreditation. Brad 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.
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