Rob Bradford joined Intrua Financial in 2015. With over 16 years of Financial Services expertise, he is truly committed and passionate about helping clients pursue their financial retirement goals. Rob specializes in the income phase of retirement planning. His clients’ goals are approached with comprehensive financial planning in which he implements portfolio design, tax efficient withdrawal strategies and investment vehicles that align with the objectives of the portfolio.
Rob holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He graduated with a Bachelors Degree in Banking and Finance with a minor in Economics from Mississippi State University. LPL Financial holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) registrations.
Rob and his wife Jennifer have two young daughters Poppy and Sloane. They enjoy big city living, and currently reside in Bellaire. In his free time, he enjoys a good game of golf, working out, traveling with his wife, and taking their dog Dak for walks.