Bradford L Elman
Financial Representative|CLU®, CLTC®, ChSNC®
Personal
Brad Elman was born and raised in Palo Alto, CA and now resides in Montecito, CA with his wife and son. In addition to helping his clients, Brad can be found searching for sea glass on Butterfly Beach, or the best Pinot Noir's in the Santa Rita Hills.
Brad also enjoys sailing, playing piano and guitar, and using his pizza oven with his son, Spencer. Brad's "white whale" is creating the perfect (read edible) gluten free pizza crust recipe.
Professional
Brad Elman has been a Financial Representative with Northwestern Mutual since 1986. His areas of expertise include Wealth Accumulation and Preservation for Silicon Valley Executives. Below are a few of Brad’s professional accomplishments.
A Valued Resource to the Media
Brad has been Nationally Published on Insurance and Planning Topics, served as an Employee Benefits Resource for CNET News Service, Personal Finance Resource for the Dow Jones Newswire/WallStreetJournal.com, and Personal Finance Resource, NBC Bay Area News. He has been featured in: Morningstar Advisor.com and Kiplinger magazine. Brad speaks regularly to global audiences on financial services best practices.
Designations
Chartered Life Underwriter (CLU®)
The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life.
Chartered Special Needs Consultant (ChSNC®)
The ChSNC® designation is the undisputed professional credential for persons involved in Financial Planning for Families with loved one with Special Needs.
Professional Recognition
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Brad Elman, CLU® Serves The Million Dollar Round Table
Brad Elman is an internationally recognized speaker and author taking on a variety of leadership roles in financial services professional associations.
- Three time Divisional Vice President of The Million Dollar Round Table (MDRT)
- 9 time MDRT Committee Chair
- 13 time MDRT meeting speaker
- Past President, Silicon Valley Financial Planning Forum
- Past member, El Camino Hospital Planned Giving Council
Education
University of California at Berkeley - Psychology (Bachelor of Arts)
Recognition for Northwestern Mutual Financial Network "Special Needs" Brochure
Brad was instrumental in, and recognized for his contributions to the development of "Beyond one day at a time..." Northwestern Mutual Financial Network's brochure for the families of people with Special Needs. The brochure received the Insurance and Financial Communicators Association (IFCA) 2006 "Best of Show" award for Prospect/Customer Promotions (print).
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
