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Bradley Kutler
Professional designations
CFP, Other
Firm or Broker/Dealer name
Stoker Ostler
States licensed in
Scottsdale
,
Arizona
Areas of expertise
Languages spoken
English
Areas of Expertise
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Time Zone
Brad is a dedicated financial planner and volunteer with Wings for Widows, offering expertise and compassion to support widows through difficult financial transitions. He holds a master’s degree in financial planning from Kansas State University, one of the top programs in the field, and a Financial Therapy Certificate, equipping him with the tools to guide clients with empathy and care. His unique combination of financial knowledge and psychological insight helps individuals make informed decisions with confidence.
At Stoker Ostler, Brad helps clients translate retirement goals into actionable plans for long-term financial wellness. His experience at Vanguard and Edward Jones further strengthened his ability to support individuals in building financial security. As a CERTIFIED FINANCIAL PLANNER™ and active member of the Financial Planning Association® (FPA®) of Greater Phoenix, he is committed to using his skills to make a meaningful impact—especially during times of transition and grief.
Outside of his professional and volunteer work, Brad enjoys hiking, cooking, cheering on Nebraska Cornhusker football, and playing ultimate frisbee. He also mentors teens as a youth advisor for Scottsdale BBYO, blending his financial expertise with his passion for guiding others through important life stages.
At Stoker Ostler, Brad helps clients translate retirement goals into actionable plans for long-term financial wellness. His experience at Vanguard and Edward Jones further strengthened his ability to support individuals in building financial security. As a CERTIFIED FINANCIAL PLANNER™ and active member of the Financial Planning Association® (FPA®) of Greater Phoenix, he is committed to using his skills to make a meaningful impact—especially during times of transition and grief.
Outside of his professional and volunteer work, Brad enjoys hiking, cooking, cheering on Nebraska Cornhusker football, and playing ultimate frisbee. He also mentors teens as a youth advisor for Scottsdale BBYO, blending his financial expertise with his passion for guiding others through important life stages.