Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Bradley Mitchell

Senior Vice President–Wealth Management


Personal & Community

  • Arbitrator, National Association of Securities Dealers

Bradley Mitchell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #0730941).

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • IA
  • ID
  • KY
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • SD
  • TX
  • UT
  • WA
  • WI

Education

  • California State University, Chico

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant
  • Agent License #0730941
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

LA Skyline

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

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