BIO Bradley J. Freimark
Bradley J. Freimark, CWPPTM, CRFA™, CEPTM
Financial Advisor and Company Founder
For over twenty years, Bradley Freimark has assisted seniors to create, to protect, and ultimately, to distribute their wealth. During that time, Mr. Freimark has helped hundreds of retirees paint the retirement picture of their dreams.
The founder of Safe Harbor Financial Solutions, Bradley has a broad background and experience in many areas of the Financial Services industry. Today, he chooses to focus on safer and simpler Retirement Planning strategies, including Annuities, Life Insurance and Long-Term health care considerations. Mr. Freimark’s clients appreciate his wealth of knowledge, his down-to-earth style and his safety-first approach. They appreciate Bradley providing them with creative and conservative alternatives to the risk and fees that many previously faced in traditional stock market investments.
Mr. Freimark holds the degree of Certified Wealth Preservation Planner™, and is Board Certified as a Certified Retirement Financial Advisor™ and a Certified Estate Planner. Mr. Freimark was a Registered Securities Representative for many years, as well as being a Licensed Insurance Agent in several states. All of these designations demanded that he undergo extensive training in the respective areas, and then demonstrate his competency through comprehensive examinations. Regular continuing education is required to maintain his license and designations.
Mr. Freimark mentors other advisors and agents, nationwide. In addition to improving the finances of his clients, Bradley uses this platform to help improve the delivery of financial services, throughout the country.
Mr. Freimark has an extensive educational and professional background, encompassing law, (Bachelor of Science as a Paralegal), business management, county assistance programs (Medical Assistance/Medicaid), insurance, investments, estate planning and public speaking. This diverse background helps him to both understand and to assist seniors with the many concerns they face – as well as the many opportunities presented them – in today’s complex society. Bradley can regularly be seen delivering spirited informational lectures, both locally and nationally, to senior groups and to fellow advisors.
Mr. Freimark was born and raised in Western Wisconsin, but has been a Minnesota resident for more than thirty years. When he’s not busy working hard to improve the financial futures of his clients, Brad and his wife, Jessica, enjoy many family activities with their children and extended family. Depending on weather, you may find them swimming, boating, fishing or snowmobiling.