Brad Elman, CLU, ChSNC, CLTC in

Brad Elman, CLU, ChSNC, CLTC

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Principal at Nine Dots Benefits (Now OneDigital!)
📍 Santa Barbara, California, United States

Brad Elman owns Elman Insurance, where he advises Silicon Valley executives on protecting their families and businesses. A graduate of UC Berkeley, he holds the rare Chartered Special Needs Consultant designation, offering highly specialized expertise.

Beyond his primary role, Brad is a passionate educator and advocate in his field. He is a frequent public speaker at major global conferences, sharing best practices with thousands of colleagues, and has served as a guest lecturer at Stanford University.

He is one of only approximately 400 people in the U. S. to hold the Chartered Special Needs Consultant designation.

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Experience
32 Years
Current Role
Principal
Job Level
Leadership
Location
Santa Barbara, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brad cares about

Special Needs Planning
Founded a firm focused on this area and holds a rare certification, indicating a deep professional and personal commitment to helping families with special needs.
Public Speaking
Frequently speaks to large international audiences of his peers at events like the MDRT Global Conference, sharing his expertise and preparation process.
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Career

Work history

4-2004 - 8-2019
Principal
Nine Dots Benefits (Now OneDigital!)
11-1993
Founder
Special Needs Life Insurance Solutions, LLC
10-1986
Owner
Elman Insurance
In the press

Media appearances

Brad Elman In The News. Featured in Elman Insurance
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Education
1982 - 1986
BA
University of California, Berkeley
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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