Murphy's Pub

Bradford Brad Shaffer is a Senior Vice President of Investments and a Senior Portfolio Manager with UBS Financial Services in San Francisco. With over 24 years of experience, he specializes in Financial Planning and Wealth Management, providing tailored strategies for high net worth individuals, families, and corporate executives. His expertise lies in risk management techniques, tax deferral opportunities, and estate planning, particularly for clients with significant assets. Brad is dedicated to helping his clients reach their specific financial goals and objectives by offering both short-term and long-term recommendations.

Prior to joining UBS, Brad worked at Merrill Lynch, where he assisted in planning and managing private and publicly traded companies. He has a Bachelor's degree in Business Economics from UCLA and is a Bay Area native. In addition to his financial career, Brad is a volunteer deputy sheriff and a racing enthusiast, competing nationally with the Sports Car Club of America.

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