Brad Glickman is a CERTIFIED FINANCIAL PLANNER TM Professional and a founding partner at IntegriGen Wealth Management. Brad has over 30 years of experience in the wealth management business with the goal of helping people pursue what really matters in their personal and financial lives.
Brad feels a deep sense of responsibility to always do what is right for his clients. He is committed to building and maintaining strong, long-term client relationships rooted in authenticity, consistency and trust. He always goes above and beyond to ensure his clients feel understood, valued, and confident that he holds their best interests at heart. He serves as their partner during times when change can be both scary and uncertain.
Brad understands retirement is about more than just finances. He coaches his clients through both the financial and emotional aspects of the transition, helping them embrace the change with clarity and confidence. He works closely with each individual to identify what matters most at this stage of life, plan proactively for the future, and stay informed with up-to-date financial guidance. Brad’s strategy is tailored to address each client's unique goals and objectives with ongoing updates to ensure the plan remains on track, aiming for financial confidence for those individuals and families he serves.
Brad has been featured on Fox News DC, Fox, & NBC Baltimore on multiple occasions discussing strategies for retirement and income planning for Baby Boomers. He was also quoted in the Washington Post discussing the importance of saving for retirement, the Wall Street Journal addressing the importance of a disciplined investment plan and the Associates Press in Redefining Retirement.
Brad is a Registered Representative of LPL Financial and Investment Advisor Representative of Private Advisor Group. Brad graduated with a degree in Finance from the A.B. Freeman School of Business at Tulane University in 1995. He resides in Potomac, MD with his wife, Sheri and children, Brooke and Blake.
Brad is an active community member who volunteers at the So What Else warehouse, assembling packages with his son, Blake, to support local food distribution efforts. Brad enjoys playing tennis and is an avid sports fan. His knowledge of 80s trivia and random sports statistics is second to none. He considers himself to be a fantasy football guru and is never shy about giving line-up advice.