Joseph Bragdon

Joseph aims to play an integral role in helping clients address their planning opportunities and achieve their financial objectives.

Guided by the belief that life insurance is a dynamic asset, and as a CFA Charterholder, Joseph focuses on bringing clarity to the complexities of tax-efficient life insurance programs. His objective, educational approach supports informed client decision-making, grounded in a shared understanding of goals, risk tolerance, and available solutions. In structuring holistic strategies and actively managing them over time, he emphasizes transparency, collaboration, and flexibility.

Joseph also shares his perspective as a speaker at events hosted by law firms, insurance carriers, estate planning councils, and other advisory groups. He is a member of the San Francisco Estate Planning Council and the CFA Society of San Francisco.

Outside of work, Joseph spends time with his family in San Ramon, California. He also coaches youth basketball and enjoys hiking, golf, mountain biking, running, and traveling.