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
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.