Broker Check
Bradley Shammas, CFP ®, CPFA

Bradley Shammas, CFP ®, CPFA

Financial Advisor

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, a few years later we welcomed our daughter Penelope, and  a few years later our son Alexander. They are the most adorable little children 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 am a CFP® Certificate Holder, completing my education at UCLA.

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