Shelly Braden Virginia Wealth Management

“Financial literacy equips clients with the knowledge to manage their finances in conjunction with their goals. My desire is to provide that source of understanding so clients know our relationship is a partnership in which goals are realized together.”


Shelly Braden, CFP®, BFA™

Wealth Advisor

Williamsburg

As a Wealth Advisor in PBMares Wealth Management’s Williamsburg office, Shelly Braden has a passion for providing holistic financial planning to families and individuals.

Shelly graduated from Golden Gate University with her Masters of Science in Financial Planning and Taxation with a concentration in Estate Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) having completed the CFP Board’s rigorous standards through the University of California, Los Angeles (UCLA). Shelly also holds her Behavioral Financial Advisor™ designation.

In her spare time, Shelly enjoys running and baking bread. She is also an Executive Board member for the Junior Women’s Club of Williamsburg. Originally from North Carolina, she now resides in Williamsburg with her husband, Forest.

 

 

Insights Authored by Shelly Braden, CFP®, BFA™

Is 2021 the Year to Gift?

It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?

Understanding the Role of Cognitive Bias and Economic Bubbles

Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?

Wealth Transfers in a Low Interest Rate Environment

Turbulent markets affect not only your portfolio, but your livelihood. As we continue to monitor this unsettling time we also see opportunity. The economic downturn coupled with historically low interest rates may provide unique wealth transfer opportunities.

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