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Team

 

Phillip Bracey, CFP, EA

Enrolled Agent, Investment Advisor Representative

(562) 902-6560

(562) 902-5670

LinkedIn As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan...

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Sean Bracey, EA

Financial Advisor, Enrolled Agent

(562) 902-6560

(562) 902-5670

I grew up watching my dad help clients, but I started to get more intrigued about this business when we ran into one of his clients at the grocery store. During that brief encounter, I counted several different times that...

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My name is Alex Leise and I am the client service manager for Bracey Tax and Financial services. I enjoy using my skills and first hand knowledge of the industry to contribute to the exciting advances that happen every day here in the...

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Gene Goldman, CFA

Chief Investment officer and Director of Research

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment...

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Like most teenagers in high school, I thought a lot about what I would do for a career after graduating. With so many different career paths I could have pursued, I had a hard time deciding what would be the right path for me. The...

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Julie Hendricks, JD

Senior Attorney, Advanced Planning Group, Cetera Financial Group

Julie Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group with more than 17 years of experience providing tax planning consultation to financial professionals.

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Stan Smiley, JD

SVP, Advanced Planning Group, Cetera Financial Group

Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for Bracey Tax & Financial...

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