Are you looking for a Certified Value Builder™, Certified Exit Planning Advisor™, or Fee-Only CERTIFIED FINANCIAL PLANNER™ professional?
Fee-Only ↔ Fiduciary ↔ Independent
This page is about ME personally so you can get to know me better. Follow these links if you want more information about an Overview of Financial Advising services or specifically about Fee-Only Financial Planning.
I’m Brad Kingsley, CEPA®, CFP® – a Value Growth Advisor for small businesses and Fee-Only Financial Advisor based in the Mount Pleasant / Charleston, SC area – serving clients in other locations through video meetings and online tools.
I’m passionate about helping small business owners live the life of their dreams through Value Growth & Financial Planning!
Both Business Advisement/Coaching and Financial Planning are very relational processes. In fact, the relationship part is likely just as important as the process – if not more so. You need to not only trust your advisor professionally but you also need to like them personally.
Here are a few points I think are important to understand about me.
My wife and I live in Mount Pleasant, just outside of Charleston South Carolina. We’ve been married for over 25 years and have one daughter who graduated from the University of Georgia.
We enjoy quite a few outdoor activities such as walking, running, hiking, and cycling. Travel is also a priority for us. We definitely value experiences over “things.”
I love serving people not only with Small Business Advice & Coaching and Fee-Only Financial Planning but through volunteering at a variety of organizations. A few of the places I’ve been serving in recent years are: The Financial CARES Ministry at Seacoast Church, East Cooper Community Outreach, 180 Place (homeless shelter), Seacoast Young Professionals, and the ICAT Entrepreneurship program at the College of Charleston.
Learned Life Lessons
There have been seasons in our lives when we had very low income and loads of debt. There have been other seasons when we had a really high income – and still loads of debt. My family and I have learned a lot through more than twenty-five years of marriage, raising a wonderful daughter, starting, growing, then selling a business, and also coaching others. We’ve gained real-life experience about important business and personal finance topics to understand what works and what doesn’t.
It was bumpy at times, but through the years we have been able to attain debt-free status and a comfortable level of wealth. We also learned a