Brad Sorenson, CFP®, MSPFP

Wealth Advisor

(248) 633-8104  |


Brad is passionate about helping others navigate the vast world of financial services, while developing cohesive financial plans unique to each individual or family. His past work experience has been in the life insurance, independent broker dealer, and registered investment advisory spaces.

Brad graduated from Northwood University earning a Bachelor of Business Administration degree, with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned a Master of Science degree in Personal Financial Planning. He is very passionate about his education and delivering the highest level of service to our clients. During his free time, he enjoys staying active, watching sports, and, most importantly, spending time with friends and family.

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.