Orange County
Brad Arave, CFP®
Senior Vice President & Financial Advisor
Brad Arave joined Cypress Wealth Services in January 2019 as a Senior Vice President & Financial Advisor. Brad's practice focuses on retiring executives, and business owners in commercial real estate and the medical field. Brad believes many investors have investments that may not be a good fit for their overall goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Brad's focus is to help his clients with identifying exactly where they want to be with their finances before and during retirement as well as with their legacy/estate. He works to make sure their planning and investments are in sync to provide the client the best opportunity to meet their specific objectives. Brad began his career with Merrill Lynch in 2008. Most recently he was a Vice President with JP Morgan Chase in Tustin, CA since 2011. Brad graduated from Brigham Young University. Brad is married and he and his wife Lacey have 3 kids (Dane 6, Crew 4, and Nixon 6 months.) Brad is an avid golfer and enjoys surfing and dabbling in finished carpentry. Brad serves in his local church and with the BSA.
What are 3 words people use to describe you?
Loyal, Motivated, Happy
What is the best advice you have ever been given?
My father taught me as a young boy if you only look at things from your own point of view, you'll always be right, but you won't have very many friends. However, when you put yourself in other people’s shoes to understand their perspectives, you may be wrong occasionally but the friendships and opportunities multiply exponentially. As we get beyond ourselves and look to see how we can enrich others' lives and serve those around us is where we find the greatest joys and friendships in life.
To achieve your goals, you must be willing to take risks, and most of the time that means going through many failures before you find success.
I take pride in guiding individuals through their retirement journey, from helping them navigate Medicare options to creating customized investment strategies, while also ensuring their legacy through thoughtful multigenerational planning.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.
Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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