Bradley P. Lipman (Brad) joined SPC Financial® (SPC) in 2018 as a Tax Liaison Associate within SPC’s Financial Planning Department. In 2018, Brad successfully earned his CERTIFIED FINANCIAL PLANNER™ Professional certification, while continuing to lend his expansive field of tax expertise with SPC’s wealth advisors and clients. Brad is a Registered Representative with Raymond James Financial Services, Inc. (member FINRA/SIPC). He holds a General Securities Representative (Series 7) license.
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 SPC and 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.