Bell Resources

Bradford Shaffer-UBS Financial Services Inc is a San Francisco-based financial advisory firm specializing in wealth management and financial planning for high net worth individuals, families, and corporate executives. With over 24 years of experience, Bradford Brad Shaffer, a Senior Vice President of Investments and a Senior Portfolio Manager, offers tailored strategies for risk management, tax deferral, and estate planning. He is known for his expertise in assisting clients with significant assets, particularly concentrations of a single, publicly traded security.

Bradford Brad Shaffer's services are designed to address complex financial and estate planning situations, providing short-term and long-term recommendations based on clients' specific goals and objectives. Prior to joining UBS in 2008, Brad worked at Merrill Lynch, where he helped both private and publicly traded companies with planning and management. As a Bay Area native, Brad is deeply rooted in the community and is actively involved as a volunteer deputy sheriff, flying helicopters and airplanes for the San Francisco County Sheriff's Department. In his personal time, he is also a racing enthusiast, competing nationally with the Sports Car Club of America.

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