Financial Services Assistant
As a Financial Services Assistant, Brady Welles supports Canyon Oak Financial’s advisors and helps deliver exceptional service to the firm’s clients. Brady is working toward his Certified Financial PlannerTM designation and studying for his Series 7 license to recommend securities products.
Brady was born and raised in Woodland Hills, California. When he’s not studying for his exams, you can find him fishing, hiking, snowboarding, working out, or spending time with friends and family. Brady graduated with a Bachelor of Science in Business Administration Finance from Sonoma State University.