Brad Tarter* RICP®
Bradley Tarter is a Financial Advisor, Certified Life Agent, Senior Partner and an RICP (Retirement Income Certified Professional) with David White & Associates (DWA). He grew up in San Jose, California and graduated from St. Mary’s College with a BS in Business Administration. He has been with DWA for 17 years and oversees managing and mentoring new financial advisors. Bradley holds certificates for Business Continuity and Advanced Business Planning, as well as Estate and Retirement Planning. He enjoys helping people financially plan for their futures by providing strategies for wealth accumulation, business succession, estate analysis and asset protection. Bradley lives in San Francisco with his wife Samantha and their dog Winnie. On the weekends he enjoys attending Giants and 49ers games, walking his dog and eating out with his wife.