Bradley Lacore
SVP, Director of Wealth Management at Cogent Private Wealth
Phone: 407.877.4965
Cell: 407.529.5590
About Bradley
Bradley took a winding path to Wealth Management but always pictured himself in the industry. After graduating from the University of South Florida with a degree in Finance, Bradley worked in software sales. Next, he worked for a commodities brokerage firm, a job that took him around the world. While a client of an advisory firm, it was suggested that Bradley consider transitioning careers to the wealth management industry. A year later, he completed studies for the CFP® designation and began working as an advisor and portfolio manager at the same firm. Bradley’s been in the financial advisory industry for a decade. He brings his professional and life experience to his work with families, individuals, foundations, endowments, and businesses. Bradley is a CERTIFIED FINANCIAL PLANNER™* professional and a Certified Private Wealth Advisor®** certificant.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
**Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of the CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Planning For Future Flexibility
For Bradley, the best part of his job is getting to know his clients. Bradley enjoys working on financial planning with clients because the process often leads to greater peace of mind. While the outcome can’t be entirely predicted or controlled, Bradley is here to help you figure out your financial goals and create a plan for realizing them.
For example, not everyone retires or has the goal of retiring. Some people want to switch careers instead of leaving the workforce. Bradley’s job is to set you up for future flexibility so you can enjoy the life you want to lead, whatever that looks like.
Personal finance is more than math–there’s a large behavioral component to saving and investing. We all have blind spots. As your advisor, I can bring an outside perspective to your situation that can help you see things from different angles and make informed decisions.
Overall, Bradley enjoys being a resource to clients and their families. He is happy to offer guidance to clients’ children, and it’s always rewarding working with multiple generations.
The Cogent Difference
Our investment philosophy at Cogent is based on decades of study of the market. For a long time, financial planning was overlooked as a valuable part of working with an advisor. I believe that there should be no such thing as an unsuccessful retirement. Together, we can identify the very small course corrections you can make to get back on track and build a portfolio you can stick with over the long term. At Cogent, we pride ourselves on offering a level of focus, service, and attention that isn’t always easy to find.
Cooking, Family, and Hikes
Bradley and his wife have two young boys and enjoy going on weekend adventures–walks and hikes–throughout Central Florida. He also enjoys cooking and listening to audiobooks in the car.
“My favorite food Has always been a good cheeseburger.”
“My favorite quote Has always been a good “—-“.”
“My favorite movie Has always been a good —.”
“My favorite holiday Has always been a good —.”
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