Team

 

Joseph Bragdon, CFA

Vice President
Palo Alto, CA

Joseph Bragdon is Vice President at Financial Architects Partners. He specializes in analyzing complex life insurance planning strategies for our clients and their advisors. Joe joined Financial Architects Partners in 2009 and made a dynamic impact to the firm's analytical and case design capabilities in our Boston office.

In his current role in our Palo Alto office, Joe advises clients and advisors on how life insurance planning strategies impact overall financial goals. In addition, he continues to be a presence in the Bay Area investment and wealth advisor community as a CFA Charterholder and member of the CFA Society of San Francisco. Joe seeks to highlight life insurance's qualities as an alternative asset class and strategic planning tool to the advisor community.

Most recently Joe co-authored the article "Current Trends in Life Insurance Choices and Strategies" published in the March, 2015 edition of Estate Planning. Joe graduated from Northeastern University in Boston, MA with a bachelor's degree in International Business and a Minor in French language.

When Joe is not reading financial planning magazines, he enjoys spending time with his wife and young son at their home in San Francisco as well as hiking, running, basketball and golf.

Education:

Bachelor of Science in International Business and Finance, Northeastern University

Contact:

260 Sheridan Avenue
Suite 401
Palo Alto, CA 94306
650-252-1700