Our Team

Bradley V. DeHaven is a Financial Advisor in Aptos, CA., about 70 miles south of San Francisco CA. Brad’s clients span most of Northern CA. Brad has been licensed Series 7, & 63 since 1983 and obtained his Series 24 in 2005.

Lisa and Brad were married a few years after they met in High School in the Sacramento CA . Lisa left her profession in Orthodontia to raise their two sons and returned to work with Brad in his Financial Advisory business.