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R. Brady Siegrist , CFP®

Partner

Denver

Client Advisory

Biography

Brady is a Partner in the Denver office with more than twenty-five years of experience managing client relationships and providing comprehensive wealth management to high-net-worth business owners, executives, individuals, and families.

Prior to joining Cerity Partners, Brady was a Managing Partner and Executive Leader at Janiczek Wealth Management. He was Head of their Wealth Management Division, a member of the firm’s investment committee, and a relationship manager to several key clients for the organization. Brady led the wealth management team to design and implement personalized financial and investment planning solutions tailored to meet client wishes and circumstances. Earlier in his career, Brady worked in advisory roles at Charles Schwab and TIAA-CREF.

Learn more about my practice.

Education

  • B.S. in Finance from Leeds School of Business, University of Colorado, Boulder

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.