Bradley Geddes, CFP in

Bradley Geddes, CFP

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Financial Planner at Decker Retirement Planning
📍 Belvedere Tiburon, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
14 Years
Current Role
Financial Planner
Job Level
Leadership
Location
Belvedere Tiburon, California, United States
Personality Overview

How Bradley shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bradley cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2018
Financial Planner
Decker Retirement Planning
CFO & Co-Founder
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5-2016 - 5-2017
Investor Relations, Manager
Lending Club
4-2015 - 5-2016
Corporate FP&A, Manager
Lending Club
4-2013 - 4-2015
Corporate FP&A, Senior Financial Analyst
Electronic Arts
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2009
Bachelor’s Degree
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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