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People Over Portfolios with Brad Mendel | Financial Planner Search
In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first and lets that plan drive investment decisions. Brad shares his path from IT consulting and actuarial work into the firm his father started in 1989, and how they transformed a stock-picking business into full-service wealth management with an investment ethos built in from day one.Brad talks candidly about how losing his wife to breast cancer two years ago reshaped the way he advises clients especially retirees who saved diligently for…
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