Brad Wallick

CFA^®

Portfolio Manager
Regal Investment Advisors

Brad is a seasoned financial professional with extensive experience in the investment industry, having held positions within institutional equity research, global investment management, and investment advisory firms. He has a proven track record in providing global financial market analysis, generating investment strategies, and constructing investment portfolios. He earned a Master of Science in Finance (MSF) from The George Washington University in Washington, DC, and a Bachelor of Science in Business Administration with a major in Finance from The University of Delaware. Additionally, he holds the Chartered Financial Analyst® (CFA®) designation.

Plan for the Future with Confidence

At Barron Financial Group, we help individuals and families navigate life’s financial transitions with thoughtful, strategic planning. Whether you’re preparing for retirement, managing investments, or planning your legacy, we’re here to provide guidance tailored to your goals.

Let’s build a financial strategy that works for you.

Your Goals, Your Financial Plan

Financial success starts with a plan designed for your unique needs. We help clients create strategies that adapt to life’s changes—balancing growth, protection, and wealth transfer with a long-term perspective.

A Strategic Approach to Wealth & Retirement

Your financial journey is unique, and your plan should be too. We work with you to develop tax-conscious strategies, investment approaches, and legacy planning solutions that align with your goals.

Let’s start the conversation today.

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Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Investment Advisors and Regulus Financial Group are affiliated entities. BarronFinancial Group is independent of Regal Investment Advisors and Regulus Financial Group. Registration with the SEC does not imply any level of skill or training.

Barron Financial Group does not provide tax, accounting, or legal advice. All individuals should consult with a tax or legal professional regarding their unique situation. Check the background of your financial professional on FINRA’s BrokerCheck.

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