Get to know Brad J. LeVeque, CFP ®

Brad Leveque Financial Advisor Bellevue

Brad J. LeVeque, CFP ®

Private Wealth Manager

Brad LeVeque is a CERTIFIED FINANCIAL PLANNER™ professional who has served clients in the Puget Sound region for over 35 years. Brad was born in Seattle and raised in Bellevue, where he continues to reside today. In 1980, the University of Washington awarded him a bachelor’s degree in Business Administration with a concentration in Finance. He later obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1984. In addition, he has passed his Series 7, 24, 63, and 65 exams.

Brad has been managing investments and retirement cash flows and has been advising clients for over 30 years before joining E.A. Buck Financial Services in 2022. He prides himself on building strong connections with clients, many of whom he has advised for decades, and is now privileged to work with their adult children.

Brad has been married to his wife, Karen, for forty years and they have three grown daughters. In his free time, Brad enjoys golfing and gardening. As a sports enthusiast, he supports the Seahawks, Mariners, and has been a Husky Football Season Ticket holder for twenty-seven years.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.