Broker Check
Brad Lancaster, CFP®

Brad Lancaster, CFP®

Principal

As a CERTIFIED FINANCIAL PLANNER TM Professional with a Masters degree in Economics, Brad Lancaster has spent decades helping people define and pursue their financial goals. He began his career as an economist evaluating investment opportunities and developing strategic plans for Getty Oil and Texaco. Tiring of the corporate world, he took an 18 month sabbatical and then entered the field of personal financial planning in 1986. Recognizing the value of independent and unbiased financial advice, he co-founded the company that ultimately became Goldman Lancaster, Inc in 1994.

Brad Lancaster ADV 2B