Brad Lyons, CFP®
The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.
Brad Lyons, CFP® and Investment Manager, joined our firm in 2019. Brad brings over 30 years of experience in financial planning and investment strategies to the Wiser team. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping others find financial success and confidence. He is also a Registered Financial Advisor with The National Association of Personal Financial Advisors (NAPFA), a member of the Fee-Only Network and a member of The Financial Planning Association® (FPA®).
Brad attended Iowa State University and earned a Bachelor of Science degree in Business Administration. He went on to complete his Masters in Business Administration from Golden Gate University. In 2016, he completed the Professional Financial Planner Program at Oglethorpe University and earned his CERTIFIED FINANCIAL PLANNER™ certification.
In his spare time, you can find Brad boating at the lake and enjoying time with his family and friends.