J. Bradford Flecke

• CERTIFIED FINANCIAL PLANNER™ professional (U.S.)
• Attorney

bradf@keatsconnelly.com
Phone: 602.955.5007

Mr. Flecke joined Keats, Connelly and Associates, a Phoenix-based, Fee-Only*, wealth management firm that assists Canadians and Americans realize their dreams of a cross-border lifestyle.  He assists clients and manages their comprehensive cross-border and domestic financial planning from our Boynton Beach, Florida office.  A Certified Financial Planner™ practitioner in the United States, he is now studying for Canada’s Certified Financial Planner™ designation.

Before he became a financial planner, Brad practiced law in Washington, D.C. and Chicago for twelve years, specializing in immigration law and serving as corporate counsel for international ventures.  He may be the only financial planner cross-trained as an immigration attorney in North America, which uniquely positions Brad and Keats, Connelly & Associates to provide added value in solving complex financial planning and cross-border issues.

Brad enjoys scuba diving, kayaking, and cycling.

Education

Juris Doctor, 1987

American University, Washington, DC

Bachelor of Arts, International Relations, 1984

College of William & Mary, Williamsburg, Virginia

Certifications

Certified Financial Planner™ (U.S.), 2008

Certified Financial Planner Board of Standards, Inc.

Memberships

Financial Planning Association

District of Columbia Bar

American Immigration Lawyers Association

*Fee-Only financial planning firms are compensated solely by the clients, and do not accept commissions or compensation of any kind based on the products or services that they recommend.

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