Rob Bradley has over 30 years of experience working with his local community in the financial services field, including being with Visions Wealth Management (formerly Visions Investment Services) since its inception in 2004. Since that time, Rob has dedicated his experience and knowledge of providing personalized financial advice to the members of Visions FCU.
Rob’s mission is to develop personalized financial planning options and strategies for his clients so that they may make informed decisions for their future. He prides himself on his educational approach and has been a valuable resource, supporting his clients through many financial challenges throughout the years.
Rob has demonstrated a high commitment to his clients and profession by becoming a CERTIFIED FINANCIAL PLANNER™, which requires completing a rigorous two-year course and passing the national exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination, and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually. He is also certified by the New York State Insurance Department as a Long Term Care and Life Insurance professional.
In Broome County, NY, Rob is a lifelong member of the community and has been involved in many local activities over the years. This includes Boy Scouts, coaching youth in various sports, and supporting local charities such as the Boys and Girls Club, Rotary, and various charities.
Rob is most proud of his family: his wife, two children, and their rescue dog.