Brad Mundy, CFP®, CPA

Advisor

Brad Mundy, CFP®, CPA works as a Senior Financial Advisor with KFAC.  Brad has more than 10 years of relevant professional experience.  His primary responsibilities with KFAC involve working one-on-one with clients to develop and implement personalized comprehensive financial plans and investment strategies.  Prior to joining KFAC, Brad worked for Fidelity Investments for more than 6 years as a Financial Consultant.  During his time with Fidelity Investments, he provided investment advice and financial planning to clients and helped them implement appropriate investment strategies.  While at Fidelity Investments, Brad built and managed a book of clients with assets totaling over $500 million.  Prior to joining Fidelity Investments, Brad worked for AYCO, a Goldman Sachs Company, where he managed the ongoing financial and tax needs for Fortune 500 corporate executives and other individuals with net worth’s ranging from $1 million to $100 million.  

 

Brad earned a Bachelor of Science Degree in Accounting from Western Kentucky University in 2007.  During his career, Brad has also earned the Certified Financial Planner™ designation and the Certified Public Accountant designation.  Outside of work, Brad enjoys watching sports, playing golf and spending quality time with his wife, Amanda, their son, Jackson, and their two dogs.