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Bradley P. Lipman

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Bradley P. Lipman, CPA

Tax Liaison Associate | SPC
Branch Associate | RJFS
Tax Accountant | S&M

Bradley P. Lipman (Brad) joined SPC Financial® (SPC) as a Branch Associate, within SPC’s Financial Planning Department. Brad is currently pursuing a CFP® certification, while continuing to lend his expansive field of tax expertise with SPC’s wealth advisors and clients.

Brad began his career with Kensington based CPA firm Lively, Ostrye & Worch, P.C. in 2012 where he gained tax knowledge for individuals and small businesses, as well as hands-on experience preparing financial statements for a variety of clients. Brad passed the CPA exam in 2016 and currently is a member of the American Institute of Certified Public Accountants (AICPA).In 2017, he left Lively, Ostrye & Worch to join Sella & Martinic, LLC, motivated in part to expand his tax knowledge and broaden his skills in financial planning.

Brad is a native of the Washington D.C. area and a graduate of the Georgetown Preparatory School in North Bethesda, Maryland. He received his B.S. in finance from Elon University in 2012.

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