About Brad
Brad has always been passionate about his clients’ overall financial well-being and their investments. His clients benefit from his extensive experience in dealing with all types of financial, investment, tax, and estate planning matters. He leverages the knowledge he has gained over his career to provide personalized financial guidance to his clients.
A dedicated life-long learner, Brad participates in industry learning groups throughout the year, as well as an admired leader monthly study group, which focuses on best practices of top leaders.
When he’s not working, Brad enjoys spending time with his three adult children and his wife Felicia, who is a commercial interior designer.
Education and Professional Milestones
-University of Michigan – bachelor in business administration
-Walsh College – master’s degree in taxation
-Founded Wasserman Wealth Management in 2003 and was the managing member of the firm until joining Focus Partners Wealth in 2024
-Has served on the board of several organizations, including Tamarack Camps, the Jewish Federation of Metropolitan Detroit, and the Hillel of Metropolitan Detroit
Brad has always been passionate about his clients’ overall financial well-being and their investments. His clients benefit from his extensive experience in dealing with all types of financial, investment, tax, and estate planning matters. He leverages the knowledge he has gained over his career to provide personalized financial guidance to his clients.
A dedicated life-long learner, Brad participates in industry learning groups throughout the year, as well as an admired leader monthly study group, which focuses on best practices of top leaders.
When he’s not working, Brad enjoys spending time with his three adult children and his wife Felicia, who is a commercial interior designer.
Education and Professional Milestones
-University of Michigan – bachelor in business administration
-Walsh College – master’s degree in taxation
-Founded Wasserman Wealth Management in 2003 and was the managing member of the firm until joining Focus Partners Wealth in 2024
-Has served on the board of several organizations, including Tamarack Camps, the Jewish Federation of Metropolitan Detroit, and the Hillel of Metropolitan Detroit