Financial Advisor
Bradley V. Dehaven
Bradley V. DeHaven is a Financial Advisor in Fair Oaks, in the Sacramento, CA area. Brad’s clients span most of Northern CA. Brad has been licensed Series 7, & 63 since 1983 and obtained his Securities Registered Principal license, Series 24 in 2005. Brad also has his CA Insurance license. Some of Brad’s clients are three generations deep and he is proud to call them friends as well as clients.
Brad truly enjoys helping families plan for their future financial needs with predictable sustainable income planning. Brad believes that keeping current on the ever-evolving array of investment products is essential when servicing your clients’ diverse needs.
Brad has been married for 42 years to Lisa who he met in High School. Together they have two sons, Brandon and Bryce, and two daughters-in-laws’, Kayla & Sarah. We are also truly blessed to enjoy 3 beautiful grandchildren, Beau, Avery & Luca.
Brad is also the Author of two books regarding prescription drug abuse and addiction. Brad is a public Speaker and an Activist for education, awareness, and reform. His family’s darkest moments lead to a passion to help others better understand addiction, and how innocently it can begin.
In addition to Brad’s two books; Defining Moments and The Addict Among Us, Brad has written many articles for recovery publications and has been interviewed on FOX, ABC, NBC, CBS, and Huff Post as well as in print and radio. Brad has talked with hundreds of parents and addicts through his advocacy and also as the former Host of the radio show; Afflicted by Addiction. Brad’s son celebrated 8 years clean from drug addiction which began with a prescription for a broken arm and nearly cost him his life.
Areas of Expertise
Wealth Strategy & Planning
Comprehensive fiduciary roadmaps designed for long-term multi-generational wealth preservation in the Sacramento region.
Portfolio Management
Disciplined, low-volatility investment approaches that align with your risk tolerance and future aspirations.
Retirement Income
Structuring dynamic withdrawal strategies to ensure your assets provide a reliable, high-quality life through retirement.
Estate & Legacy
Collaborating with legal professionals to protect your legacy and streamline transition of assets to your heirs.
Tax Efficiency
Strategic asset location and harvesting to minimize your tax burden while maximizing net growth over time.
Fiduciary Stewardship
Unwavering commitment to acting solely in your best interest, backed by local Sacramento trust and corporate ethics.
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Schedule a Fiduciary Review
Taking the first step toward long-term security starts with a conversation. Let's discuss your wealth management goals in our Spokane office.