BBG Financial Planning
Comprehensive Wealth Management
Comprehensive Wealth Management
BBG Financial Planning - About Us

BBG Financial Planning, LLC is a partner company of Bay Business Group, an accounting firm that serves the needs of small and medium sized businesses and nonprofit organizations.  David Bradsher, CPA and President, wanted to develop a way to help clients with their ever-growing and important financial planning and wealth management needs.  After much research, he decided to create a separate entity, BBG Financial Planning LLC, which is run by Julie Bradsher.

Julie Bradsher is a licensed financial advisor and registered representative of 1st Global Corporation, a diversified financial services firm that specializes in partnering with accounting, legal and dedicated financial professionals. 1st Global meets the high ethical and professional standards of CPA, law, financial counseling and tax advisory firms.

The company supports affiliates like BBG Financial Planning with a nationwide infrastructure that provides securities brokerage, fee-based management, insurance services and financial and estate planning services.  1st Global shares our belief that independence and objectivity are paramount virtues for the financial services profession.