Broker Check
Trent Bradshaw, CFP®, AIF®

Trent Bradshaw, CFP®, AIF®

Owner/President

Trent Bradshaw, CFP®, AIF®, was born and raised in Salisbury, North Carolina. Trent was a 1995 cum laude graduate of Catawba College. He has been in the financial industry since 2000 and founded Bradshaw Financial Planning, Inc. in 2006. As President of the firm, he takes great pride in knowing his clients are top priority.

Trent is also very active in his community as a member of the Rowan County Chamber of Commerce, Civitan Club of Salisbury, YMCA Finance Committee, Rowan County YMCA Board of Directors, and Faith Lutheran Church Council Member.

He and his wife, Crystal live in Salisbury with their two children, Andrew and Reagan. He enjoys spending time with his family, playing golf, watching sports games, and coaching his sons Little League baseball team.

Trent is a teacher – a financial educator who enjoys simplifying the complex and illuminating unseen financial options for his clients. He enjoys his work and knows he can make a difference. He is passionate about helping people improve their financial lives.