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Financial Planner

Brad Hallett

CHFC®, CTFA

Brad's personal bio

Brad grew up in Leon Valley and attended St. Luke Catholic School.  He moved to Minnesota in 1984 with his parents, after his father retired from the United States Air Force.

In Minnesota, he attended the University of St. Thomas (UST), St. Paul, MN, where he studied biology, earned an MBA from Opus College of Business at UST and met his wife, Jennifer.  Together, they have a daughter and recently moved back to San Antonio to be closer to family and to friends.

He brings over twenty-five years of financial-service experience with him and is passionate about helping others make smart financial decisions.

Twenty years from now, you will be more disappointed by the things that you didn't do. So, explore, dream and discover. – H. Jackson Brown Jr
Contact Brad
  • What motivates Brad?
    Helping others create extraordinary experiences through financial planning
  • Hidden talent:
    Amateur meteorologist extraordinaire
  • Community Involvement:
    Founder and Event Coordinator – ‘The Hero Gravel Classic’ - We honor first responders, our local heroes, in our community.
  • Interests:
    Time with family, friends and all things cycling. Helping others understand signs of heart disease and prevention thereof.
  • Favorite book:
    ‘A Short History of Nearly Everything’ by Bill Bryson
  • Favorite team:
    Minnesota Vikings (NFL), Spurs (NBA) and Deceuninck–Quick-Step (Belgian UCI WorldTeam cycling team)