Broker Check

IWM Financial

IWM Financial

Bradley Shammas, CFP®

(714) 263-1953
[email protected]

About Me

During the 2008 financial crisis, I watched helplessly as family and friends lost their income, their jobs, and their homes.  It was a difficult time for many people, and a desire to help eventually drove me to pursue a career as a financial planner after I finished my Business and Economics degree.  I have been working in the financial planning industry since 2010, and with the advice and support of my mentors, I established IWM Financial.

 

In 2012, I married the love of my life, and in 2015 we welcomed our daughter, Penelope, the most adorable little girl on the planet (but I might be a little biased).  I am deeply committed to my family, so I strive to live a life full of passion and purpose in order to be a better husband and father.  Likewise, my faith is an integral part of my life and this molds my personal and professional relationships. 

 

I earned a double major in Business Administration and Economics at California State University, Fullerton.

 

I’m a California native, living in Chino Hills, operating my business out of North Orange County, and am an active member of my church in Riverside.

Our Purpose

IWM Financial is a financial planning firm that bridges the gap between knowledge and action.  We provide qualified and experienced financial planning so you can be intentional and successful in all areas of your personal and business finances. 

Our Philosophies

At IWM Financial, we believe that everyone should thrive in the complex world of finance, so we provide you with the necessary tools to succeed.  We establish long-term relationships with our clients in order to gain a comprehensive understanding of current and future financial goals, and help you make intentional decisions throughout the entire process.   

 

Through a series of discussions, we help you determine your financial goals and objectives, evaluate short and long-term needs, and gauge your risk tolerance before making recommendations for your financial plan. 

 

Our Process:

 

 

Schedule a time to meet with me today to discuss how I can help you.