The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple at the shore

Brad Rutledge

Senior Vice President–Wealth Management

Brad Rutledge, Vice President-Investments, is a 28 year veteran of UBS Financial Services, Inc., formerly PaineWebber, Inc. As a Chartered Retirement Plans Counselor, Brad's practice works with clients who are accumulating for or are in the midst of transitioning from the work force to a stable, secure retirement lifestyle with the focus on making the process a comfortable, practical and emotionally satisfying experience. Brad has lived in the Walnut Creek area for over 40 years. He is married and has two grown sons.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • B.S. Kinesiology - Life Sciences, UCLA

Credentials

  • Chartered Retirement Planning Counselor
  • Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-0279

Email Me

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Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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