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
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As 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 Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members 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 Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowInsight 6: Active cross-generational stakeholder alliance
August 11, 2025As 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 NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members 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 NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now