Brady Schmidt, Founder and President of Brady Wealth Management, Insurance and Financial Services, has more than 23 years of experience serving retirees and pre-retirees make informed decisions they may face throughout retirement. Brady is an insurance professional, licensed by the California Department of Insurance, operating under state insurance license #0632846. Brady is also Licensed by the Nevada Department of Insurance.
Brady entered the insurance industry with a desire to help people retire with a greater sense of financial, confidence and independence. Brady grew up in Orange County, California. His mother was a restaurant waitress and his father was a blue collar union worker. When Brady was a child, his family was constantly struggling financially. Both his grandparents and his parents passed away with very little money to their name. Brady dedicated himself to his career in order to not only provide a greater security for his own family, but also to better serve California residents. He has had a very rewarding career helping people create retirement strategies that can help them find more financial independence and enjoyment, and his passion is fueled by his experiences growing up.
Brady has been heard and seen on CNN, Wall Street Select, Fox, CBS, ABC Channel 3 KEYT, KTMS, KKLA, and KVEC radio and is also the radio show host of "The Brady Show" on KVTA, and was on KDAR radio for more than nine years. Brady and his team’s commitment to provide outstanding financial service and earned him an A+ rating and Hall of Fame status with the Tri-counties BBB in 2014.
Brady and Erin live in Santa Babrara County, and have five children and three grandchildren. Bradyand Brady Wealth Management, Insurance and Financial Services actively support several local and international charities, including Joni and Friends, World Vision, Make-A-Wish Foundation, Water.org, Ventura County Rescue Mission and Lighthouse, The Wounded Warrior Project and other local organizations and ministries that have a positive impact on our community and the world.
Erin Schmidt brings years of experience successfully working in banking and financial services for over 14 years. She has worked with our clients at Brady Wealth Management, Insurance and Financial Services now for 6 years. Erin is licensed to sell securities and insurance in California, operating under CA state insurance license #0L07961. Erin is also Licensed by the Department of Insurance in California, Nevada, Oregon and Arizona.
Erin also has an in-depth knowledge of various aspects of business and finance from her years in banking and from studing Securities Law. In addition, Erin earned a Master's degree in Speech-Language Pathology, and worked for 16 years with children and adults with special needs. Erin also brings her talent for website design and social media development, as well as her in-depth knowledge of public speaking from her years as a speech pathologist. Erin has one daughter, Maya, who has high-functioning Autism and is a ball of energy and love.
Through her work as a speech and language pathologist, Erin has donated her time, money and resources to helping children with special needs and their families. Erin has a strong faith and spiritual connection with God and knows her mission in life is to help others through whatever work she is doing. We are excited to have Erin as an integral member of Brady Wealth Management, Insurance and Financial Services, and she brings a tremendous amount of value not only to us, but also, more importantly, to our valued clients.
Securities and investment advice offered through Virtue Capital Management, LLC, an SEC registered Investment advisor firm.
To schedule a time to discuss your financial future and your financial strategy, contact us at firstname.lastname@example.org or call us at (805) 845-4847.
Licensed for Insurance in California, Nevada, Oregon and Arizona.
We have offices in Santa Barbara, Ventura, Pasadena and Los Angeles to meet with you by appointment. Proudly serving Californians for over 22 years. Call us for an appointment at (805) 845-4847.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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