Experience

Guiding clients from many walks of life

Brad heads the Hyldahl Wealth Management Group with nearly three decades of financial services industry experience. He is a second-generation financial advisor whose father, Jim Hyldahl, was his partner until retiring recently.  Brad was introduced to finance and investing at a young age when he learned to read the stock and bond tables in the newspaper at the breakfast table with his dad. Brad believes the ability to communicate clearly and listen intently are the most important skills he has developed in providing wealth management advice to a select group of high net worth clients and families—C-suite executives, entrepreneurs, medical and legal professionals, sophisticated investors, and artists.

As a Certified Private Wealth Advisor® (CPWA®), Brad advises clients in areas that include strategic asset allocation, cash management, corporate executive services and alternative investments, as well as retirement planning and advanced wealth transfer strategies. He and his team believe strongly in close collaboration with other professionals such as tax and estate attorneys, in order to incorporate a variety of perspectives into a comprehensive wealth management approach. Brad cares deeply about the clients and families he serves and works proactively to help them achieve their goals and philanthropic endeavors.

Credentials that build confidence

·         B.A., English literature, University of California at Santa Barbara

·         Certified Private Wealth Advisor® (CPWA®)

·         Series 7 and 63 securities licenses

California Insurance License #0B86703

Outside the office

Brad and his wife, Michelle, have two grown children and live in Rancho Bernardo. He has spent many years as a volunteer in youth sports, particularly soccer, and is a career mentor to college students interested in financial services and wealth management. Brad also enjoys golf and body surfing.

Client service built on trust and clear communication

Therese performs multiple roles on the team, from operational duties to onboarding clients, developing financial plans and other key functions. She enjoys helping clients and getting to know them on a personal basis while building a foundation of trust on communication, patience and accuracy. She believes in always putting clients first.

Therese’s father was a UBS Financial Advisor who would often bring her into the office, where she enjoyed watching him converse with clients and help them achieve their financial goals. She worked at MetLife in the Case Design unit, creating client financial plans, before joining UBS as a Branch Office Administrator and Client Service Associate.

Credentials that build confidence

·         B.S., finance, San Diego State University

·         Series 7 and 63 securities licenses

CA Insurance License #0K63914

Outside the office

Therese and her husband, Nick, have one daughter, Ellie. Therese is active at Ellie’s school on the parent–teacher board. In her spare time, she loves outdoor activities, especially camping and running.