Interesting Fact
I excelled in chemistry and biology in high school and originally wanted to work in the medical field. However, my interests shifted to investments, and I have not looked back.
Tomas Takeuchi is the newest member of Bradley Wealth, committed to assisting with all aspects of operations under long-standing Operations Manager and Director, Jake Hall. A recent graduate of Grand Canyon University, Tomas’ prior experience has equipped him with critical thinking skills, workflow management, and the attention to detail needed to excel in this new role.
Tomas landed in Arizona by way of Winnipeg, Canada, playing for Grand Canyon University’s MCLA Men’s Lacrosse Team from 2020-2022. Following his playing career, he remained diligent, focusing on his studies for the remainder of his program and being involved with the Finance and Economics Club. During this time, he also completed his Series 65 license. Tomas graduated from GCU Magna Cum Laude with a Bachelor of Finance and a minor in Entrepreneurship. He also graduated with 200+ volunteer hours helping the local Phoenix community.
Prior to BW, Tomas spent time working with a seed-stage start-up tackling power grid inefficiencies in a financial analyst role. Later, he returned to his alma mater as a TA, assisting with Portfolio Management and Investment Classes, as well as the Finance and Economics club.
Free Time
Outside the office, Tomas enjoys working out, watching sports with his friends, and live music events.
Education
Grand Canyon University
Accreditation
Certified Financial Planner (CFP®)
Interesting Fact
I excelled in chemistry and biology in high school and originally wanted to work in the medical field. However, my interests shifted to investments, and I have not looked back.
True Wealth moment
My True Wealth Moment was this past year, as it is difficult to work in the United States being from another country.
Upon graduation, I had to reach out to my network to find work and eventually landed with a start-up and a TA position. Without the help of these two individuals, I likely would have gone home a long time ago. Additionally, the BW team saw potential in me and sponsored my Visa, for which I am very grateful. Having great people in your corner who believe in you, believe in what you are capable of and see your potential is my True Wealth. To quote this professor: “It’s not about what you know or who you know. It’s about who knows you.”