Brad Stark, CFP®
Spokane, Washington, United States
15K followers
500+ connections
15K followers
500+ connections
About
Getting to know your story and understanding your financial needs is how I can work to…
Activity
-
Federal Reserve holds interest rates steady in a range of 3.50-3.75% at its April meeting amid heightened inflation uncertainty and a slow labor…
Federal Reserve holds interest rates steady in a range of 3.50-3.75% at its April meeting amid heightened inflation uncertainty and a slow labor…
Shared by Brad Stark, CFP®
-
Even if you're ready to retire, the market might have other plans. The risk of negative returns (or sequence of returns risk) can deplete your assets…
Even if you're ready to retire, the market might have other plans. The risk of negative returns (or sequence of returns risk) can deplete your assets…
Shared by Brad Stark, CFP®
-
A strong game plan takes a team relentlessly focused on its goals. As the Official Wealth Management Sponsor of the @National Football League (NFL),…
A strong game plan takes a team relentlessly focused on its goals. As the Official Wealth Management Sponsor of the @National Football League (NFL),…
Shared by Brad Stark, CFP®
Experience
Education
Licenses & Certifications
-
CA Insurance License #4345613
-
-
-
WA Insurance License #725501
-
More activity by Brad
-
A second home can be a dream—or a financial stretch—depending on the details. Before you make an offer, this article walks through seven important…
A second home can be a dream—or a financial stretch—depending on the details. Before you make an offer, this article walks through seven important…
Shared by Brad Stark, CFP®
-
After three strong years for markets, the second quarter of 2026 begins with solid underlying drivers, despite increased headline risk and uneven…
After three strong years for markets, the second quarter of 2026 begins with solid underlying drivers, despite increased headline risk and uneven…
Shared by Brad Stark, CFP®
-
Please join U.S. Bank Asset Management Group leaders for a live discussion addressing ongoing market volatility, investor considerations and the Q2…
Please join U.S. Bank Asset Management Group leaders for a live discussion addressing ongoing market volatility, investor considerations and the Q2…
Shared by Brad Stark, CFP®
-
The decision to retire involves more than just your savings balance. From a Social Security strategy to planning for healthcare costs to knowing how…
The decision to retire involves more than just your savings balance. From a Social Security strategy to planning for healthcare costs to knowing how…
Shared by Brad Stark, CFP®
-
What an incredible way to start the year. I’m truly honored to share that I’ve been selected as a 2025 Legends of Possible award recipient — the…
What an incredible way to start the year. I’m truly honored to share that I’ve been selected as a 2025 Legends of Possible award recipient — the…
Liked by Brad Stark, CFP®
-
At its March policy meeting, the U.S. Federal Reserve left the benchmark interest rate it controls between 3.50-3.75% as the Fed navigates heightened…
At its March policy meeting, the U.S. Federal Reserve left the benchmark interest rate it controls between 3.50-3.75% as the Fed navigates heightened…
Shared by Brad Stark, CFP®
-
Incredibly excited and honored to share that I was selected to be part of Nike’s March Madness SuperFan Campaign. As part of the campaign, I was…
Incredibly excited and honored to share that I was selected to be part of Nike’s March Madness SuperFan Campaign. As part of the campaign, I was…
Liked by Brad Stark, CFP®
-
Here are three scenarios describing risks and impacts owed to the delay of global energy shipments through the Strait of Hormuz. #USBA
Here are three scenarios describing risks and impacts owed to the delay of global energy shipments through the Strait of Hormuz. #USBA
Shared by Brad Stark, CFP®
-
Trusts aren't only for the ultra-wealthy. They're a versatile estate planning tool that can help ensure your assets are distributed exactly as you…
Trusts aren't only for the ultra-wealthy. They're a versatile estate planning tool that can help ensure your assets are distributed exactly as you…
Shared by Brad Stark, CFP®
-
Middle East conflict is spurring market volatility, even as the U.S. economic backdrop remains solid. #USBA
Middle East conflict is spurring market volatility, even as the U.S. economic backdrop remains solid. #USBA
Shared by Brad Stark, CFP®
-
Another great time at the annual U.S. Bank Top Producer Summit. Huge congrats to the Wealth Advisors & Bankers on an outstanding 2025 — the bar keeps…
Another great time at the annual U.S. Bank Top Producer Summit. Huge congrats to the Wealth Advisors & Bankers on an outstanding 2025 — the bar keeps…
Liked by Brad Stark, CFP®
-
I'm proud to share that our affiliate, U.S. Bank, was recognized as #1 for Investments in the TIME list of America's Best Financial Services of 2026.…
I'm proud to share that our affiliate, U.S. Bank, was recognized as #1 for Investments in the TIME list of America's Best Financial Services of 2026.…
Shared by Brad Stark, CFP®
-
Catch-up contributions help individuals age 50 and older save more annually in their 401(k), IRA and HSA accounts. Learn more about the 2026 limits…
Catch-up contributions help individuals age 50 and older save more annually in their 401(k), IRA and HSA accounts. Learn more about the 2026 limits…
Shared by Brad Stark, CFP®
-
At their January meeting, the Federal Reserve held interest rates steady following three rate cuts in 2025. #USBI
At their January meeting, the Federal Reserve held interest rates steady following three rate cuts in 2025. #USBI
Shared by Brad Stark, CFP®
Other similar profiles
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content