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Brad Arave, CFP®
Senior Vice President & Financial Advisor
Brad Arave, CFP®
Brad Arave, CFP®
Brad Arave, CFP®
Brad Arave, CFP®
Brad Arave, CFP®
Brad Arave, CFP®
Office
Tustin
Direct:
714.820.9150
Mobile:
949.514.5388

What are 3 words people use to describe you?
Loyal, Motivated, Happy

What are you most grateful for? 
My wife and 3 boys. Coming home each day to my fan club and the wonderful chaos that inevitably goes on behind those doors is the best part of my day.

What is the best advice you have ever been given?
My father taught me as a young boy if you only look at things from your own point of view, you'll always be right, but you won't have very many friends. However, when you put yourself in other people’s shoes to understand their perspectives, you may be wrong occasionally but the friendships and opportunities multiply exponentially. As we get beyond ourselves and look to see how we can enrich others' lives and serve those around us is where we find the greatest joys and friendships in life.

What gets you excited about life?
I love a new challenge, especially the opportunity to tackle and master something that I have never done before. Learning and conquering new things is exciting and helps me push my mental limitations.

How do you define success?
A good days work, time with my family and a smile on my face.

What is your proudest achievement?
Marrying Lacey. She's where it all began, and I can trace any and all of my success back to my relationship, friendship, and partnership with her.

What life lesson did you learn the hard way?
To achieve your goals, you must be willing to take risks, and most of the time that means going through many failures before you find success.

What was the best book you’ve read and why?

 "How to Win Friends and Influence People". It taught me that at times we can become so absorbed in ourselves and our own problems that we start to neglect those closest to us. But the richest moments and experiences in life are with the people that we love and care about.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Brad Arave joined Cypress Wealth Services in January 2019 as a Senior Vice President & Financial Advisor. Brad's practice focuses on retiring executives, and business owners in commercial real estate and the medical field. Brad believes many investors have investments that may not be a good fit for their overall goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Brad's focus is to help his clients with identifying exactly where they want to be with their finances before and during retirement as well as with their legacy/estate. He works to make sure their planning and investments are in sync to provide the client the best opportunity to meet their specific objectives. Brad began his career with Merrill Lynch in 2008. Most recently he was a Vice President with JP Morgan Chase in Tustin, CA since 2011. Brad graduated from Brigham Young University. Brad is married and he and his wife Lacey have 3 kids (Dane 6, Crew 4, and Nixon 6 months.) Brad is an avid golfer and enjoys surfing and dabbling in finished carpentry. Brad serves in his local church and with the BSA.

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