Bradford Creger

PRO+

President & CEO, Total Financial Resource Group, Inc.

MoneyTips Contributor at Total Financial Resource Group, Inc. in Pasadena, CA

About

I founded TFRG in 2000 to become an independent business owner and free from the product-focused, sales-driven environment that is prevalent at many large financial institutions. Over the past 23+ years I have worked with family business owners, medical professionals, professional athletes, entertainers and retirees to design wealth plans with the goal of growing, protecting and transitioning assets in excess of $2.0 billion.

Contact
(626) 714-0640
Click for fax number
(626) 795-9995
Address
155 North Lake Ave.. 8th Floor in Pasadena, CA 91101
Info
Languages: English
Year started: 1993

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Ashley Soto

Answered by Chad Freeman PRO+
Branch Manager in Bethesda, MD
Hi Ashley: As a mortgage professional, I would ask if you have a home equity line of credit on your home. If so, I would then ask what the interest rate is that you...
Budgeting Borrowing Credit Cards
Q&A
Asked by Shannon

Answered by Bradford Creger PRO+
MoneyTips Contributor in Pasadena, CA
Shannon, Let’s first start by making sure you know that you are doing the right thing by funding your 401(k) at the max the company matches as this is “free” money. ...
Budgeting Financial Planning Investing & Retiring
Q&A
Asked by AuntieCathie

Answered by Bradford Creger PRO+
MoneyTips Contributor in Pasadena, CA
Auntie Cathie, Yes, pay off the credit cards – but that’s probably all you should do. I see no one has told you that at today’s low interest rates it is probably m...
Home Purchase Loan Budgeting Borrowing Investing & Retiring Credit Cards
3
See more of Bradford Creger's answers

Articles

Guide  
5 Common Mistakes in Retirement Investments

401(k) Retirement Investing & Retiring IRA
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

CA Life Insurance
License # 0B22199
Series 6
Series 63
Series 7
Series 24
Series 53

Associations

Financial Services Institute

Certifications

Accredited Asset Management Specialist
Accredited Investment Fiduciary Analyst
Certified Fund Specialist
Certified in Long Term Care

Background

Experience

President/CEO

Education

UCLA

Disclosure

The opinions voiced in any materials contributed by Brad Creger are for general information only and are not intended to provide specific advice or recommendations for any individual. Brad Creger is a Financial Advisor with, and Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.