Brad Sorenson, CFP®, MSPFP
Wealth Advisor
(248) 633-8104 | bsorenson@divport.com
Hi, I’m Brad Sorenson. I’m passionate about helping individuals and families navigate the vast world of financial services and develop cohesive, personalized plans that align with their goals and values. Whether you’re preparing for retirement, managing a life transition, or building long-term wealth, my mission is to bring clarity and confidence to your financial life.
I take a relationship-first approach, blending technical knowledge with thoughtful guidance. Clients often come to me feeling uncertain about their next steps and leave with a clear, empowering plan that supports the life they want to live.
Beyond the office, I’m an active member of the Rochester Businessmen’s Golf League and proud to be part of the 100 Men’s Club—a group of local men who meet quarterly to support charities that have touched our lives or represent causes we’re deeply passionate about. I also enjoy staying active, watching sports, playing golf, and—most importantly—spending quality time with friends and family.
My professional journey has taken me through key areas of the industry—including life insurance, independent broker-dealers, and registered investment advisory firms. These diverse experiences have given me a comprehensive view of how all the moving parts of your financial world connect—and how to design strategies that truly work for you.
I graduated from Northwood University with a Bachelor of Business Administration in Finance and went on to earn a Master of Science in Personal Financial Planning. As a CERTIFIED FINANCIAL PLANNER™ professional, I’m deeply committed to lifelong learning and delivering the highest standard of service to our clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP® professionals meet rigorous standards to provide comphrensive financial planning advice.
