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Bradley R. Teets CPA/PFS, CFP®

Bradley R. Teets


Bradley has studied investments and the impact on client needs for over 46 years. From an early age, Bradley had an interest in financial matters. Bradley brings numerous professional credentials beginning with his Summa Cum Laude Bachelor's degree in Accounting with a minor in Economics from West Virginia Wesleyan College in December 1977. After college, Bradley worked in the oil and gas as well as public accounting fields to gain additional managerial and tax planning ideas. Bradley completed multiple licensing requirements and currently holds his Series 24, Certified Public Accounting (CPA), Certified Financial Planning certificate practitioner (CFP®), and the special designation of Personal Financial Specialist (PFS) from the AICPA. Bradley and his wife of nearly 40 years, Marilyn, moved to Punta Gorda, FL in 1999 and have become active within the community and other charitable organizations throughout Charlotte County. Bradley and Marilyn recently adopted their retired racing Greyhound, Leeza in 2015. A second adopted greyhound, Aurora, arrived in May 2017. Bradley has a love for classic cars-going back to his childhood memories of spending time with his Grandfather-and father figure, Ray, a small town automobile dealer. Going to local and national car shows is his long-standing hobby. Bradley provides his expertise and precise attention to detail, to every client. It's about taking pride in doing things right the first time and ensuring the financial plan is structured specifically to each individual's needs.