Brad Haverback, CFP® - Vice President, Partner

Brad Haverback

ABOUT BRAD

"I enjoy and value the relationships we have with our clients."

Brad Haverback, CFP® is Vice President and a Partner with World Trend Financial, joining the firm in 2011. His areas of expertise include financial and retirement planning, asset management, investment strategies and analysis, retirement income strategies, college planning and life insurance.

Haverback graduated Cum Laude from Augustana College in Rock Island, IL with a degree in Business Administration in 2002. Brad attained the Certified Financial Planner status from the Certified Financial Planner Board of Standards in 2013. He is Financial Industry Regulatory Authority (FINRA) certified and holds the following licenses: 6, 63, 65 and 7. Brad is also an Iowa Insurance Producer for life, health and variable products.

Brad is President of the St. Matthew Catholic School board of directors and serves on the Finance Committee and Pastoral Council for the church. He is an active volunteer for Junior Achievement of Eastern Iowa, 100+ Men Who Care - Cedar Rapids Metro and an area youth sports coach. Brad was recognized by the Corridor Business Journal as a 2014 40 under 40 leader in the Corridor and was a member of the Cedar Rapids Metro Economic Alliance Leadership for Five Season Class of 2016.

He and his wife, Kindel, have three children - Olivia, Kellen and Grant. Brad enjoys spending time with family and friends, playing basketball, football and golf. He is a big fan of sports at all levels - high school, college and professional.

CONTACT BRAD

(319) 364-3041

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