Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

An Expert in Special Needs Planning

Brad Elman, ChSNC, a founding member of Northwestern Mutual's Special Steps program, is passionate about assisting families with special needs. Brad is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Brad understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Brad to learn more about how Northwestern Mutual's Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

Brad Elman Coaches Children with Special Needs

Brad Elman "retired" after 15 seasons as the coach and sponsor of the Palo Alto Challenger League Giants. Brad also co-founded and coached VIP Soccer in Palo Alto.

Special Families Need Special Planning

My Mission

Brad Elman’s mission is to treat his clients with concern, respect, and a complete commitment to "doing what we say we will do."

My philosophy is to pursue long-lasting relationships built on trust. This is particularly valuable to families who have a child or dependent with special needs, where the planning process is more complex. My goal is to bring my passion and expertise to assist you in obtaining financial security for yourself and your loved one with special needs.     

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.