Meet Brad
Brad Shermeto is a Wealth Advisor based in Pittsburgh, Pennsylvania.
Brad graduated from Penn State Behrend with a dual major in Accounting and Finance. He is a CERTIFIED FINANCIAL PLANNER® professional and has also obtained his Certified Public Accountant (CPA) certification.
Brad has 7 years of experience working in the financial services industry where he worked in public accounting with a focus on tax and estate planning for high-net-worth individuals. Brad is an active member of the Association for Corporate Growth (ACG) Future Corporate Leaders (FCL) and the Estate Planning Council of Pittsburgh.
Brad attributes his success by always continuing to learn and to treat each client as a top priority. Brad was inspired to pursue a career in wealth management to be able to help individuals and families reach their goals.
Brad lives in Moon with his wife Juliana and their son Connor. In his free time, Brad enjoys getting outside, spending time with friends and family, and traveling.
Qualifications
- CPA
- CFP®
