Back to People

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®

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.

May 18, 2023
Why We Love Living in The Coachella Valley
May 09, 2023
Cypress Wealth Services Continues Growth by Adding Experienced Financial Advisor Carey McCrady, CFP®
May 03, 2023
Energy Efficiency Tax Credits Explained: How to Make the Most of Upgrading Your Home or Buying an Electric Vehicle
April 17, 2023
Do You Have the Right Life Insurance Coverage? Here’s How to Tell
April 04, 2023
How Much Are You Losing in Idle Cash?
March 17, 2023
An Update on Recent Events: SVB & Signature Bank Collapse
March 15, 2023
Changes to Medicare in 2023
March 07, 2023
How Much Does Long-Term Care Really Cost in California?
February 26, 2023
SECURE 2.0: Retirement Changes You Need to Know
January 18, 2023
Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return
December 09, 2022
4 Ways to Maximize Your Charitable Giving
December 05, 2022
How to Align Your Personal Values With Your Financial Goals
November 02, 2022
Paying Off Your Mortgage vs. Investing: Which Option Is Right for You?
August 09, 2022
You Know the Benefits of Working With a Financial Advisor. Do Your Friends & Family?
April 04, 2022
Six Steps to Legacy Planning for the Generations
February 11, 2021
The Power Of Compound Interest (And Why It Pays To Start Saving Now)
October 08, 2020
Where To Start When You And Your Spouse Totally Disagree About Passing Wealth To Your Children
July 20, 2020
How To Manage Your Finances During A Crisis
April 13, 2020
Should You Really Be Helping Your Adult Children Financially?
February 04, 2020
Do You Know Someone Who Needs Our Help?
December 18, 2019
The SECURE ACT and You
November 20, 2019
Cypress Wealth Services Exceeds $1 Billion in Assets Under Management
November 12, 2019
Financial Planning for Aging Parents
October 16, 2019
10 Things To Do Within 10 Years Of Retirement
July 30, 2019
How Does Your Retirement Savings Compare To Your Neighbors’?
June 06, 2019
What To Do If You Get Divorced
April 29, 2019
Financial Steps To Take When You Have A Baby
February 28, 2019
Could Financial Planning Reduce Your Tax Bill?
February 20, 2019
$1 Million Isn’t What It Used To Be
January 18, 2019
Cypress Wealth Services Continues Growth by Opening Tustin Office and Brad Arave, CFP®