The knowledge and experience you need; the reputation you want


According to the CFP Board of Standards (July 2011), Bradley Mann is one of only 1,691 professionals in the country who's earned and maintains both the CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent designations.

There is no substitute for experience. Bradley Mann is an accomplished CERTIFIED FINANCIAL PLANNER TM  Practitoner with a spotless reputation who, since 1985, has successfully implemented hundreds of retirement and estate planning strategies helping retirees and pre-retirees:

  • maintain their lifestyle in retirement
  • reduce their tax liability
  • protect their nest egg
  • avoid probate, and
  • reduce or eliminate estate taxes and other transfer costs

To help you address your financial objectives, Mann will work with you to develop and implement a personalized financial plan.

As an adjunct professor at Fairleigh Dickinson University in New Jersey, Mann taught Federal Taxation to CFP® students preparing for their comprehensive, two-day, CFP® exam. In addition to his CFP® designation, he holds the following designations:

  • Board Certified in Estate Planning (BCE)
  • Enrolled Agent (EA) - Admitted to Practice before the IRS 
  • Certified Fund Specialist (CFS)
  • Accredited Asset Management Specialist (AAMS)

Mann was born and raised in the New York/New Jersey area. He currently resides in Florida.