Bradly Stevens, MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™, CLTC®, AIF®
Financial Advisor
(858) 335-4945 BStevens@BAS-Financial.com
About BAS Financial: San Diego Wealth Coordination for Professionals & Business Owners
Financial Strategy for San Diego’s High Earners and Visionary Entrepreneurs
Our planning philosophy
At BAS Financial, we believe wealth is more than just a number on a statement—it is the engine that powers your life’s purpose. Whether you are a HENRY (High Earner, Not Rich Yet) looking to accelerate your trajectory, or a San Diego Business Owner navigating the complexities of succession and tax efficiency, we provide the clarity and coordination you need to move forward with confidence.
Meet Your San Diego Wealth Coordinator: Bradly Stevens, MBA
LUTCF®, CLU®, ChFC®, WMCP®, CEPA®, CLTC®, AIF®
With over 20 years of experience in the San Diego financial landscape, Bradly Stevens serves as a Centralized Wealth Coordinator. Rather than acting as a traditional "asset manager" in a vacuum, Bradly specializes in an integrated planning model that treats your business and personal finances as a single, unified ecosystem.
Backed by an MBA and an extensive list of specialized designations, his "education-first" approach ensures that clients understand the why behind every strategy. By moving beyond simple accumulation toward true financial infrastructure, Bradly helps San Diego’s professional community bridge the gap between high income and a lasting legacy.
Our Philosophy: Protection First, Growth Always
Most financial planning focuses solely on accumulation. At BAS Financial, we take a different approach. We believe that a truly optimal strategy must be built on a foundation of protection. By identifying "leaks" in your current cash flow—such as unnecessary taxes, fees, and unmanaged risk—we help you recapture capital to fuel your future growth.
Why Choose BAS Financial?
A Standard of Transparency: We are committed to an education-first model. Our advice is objective, transparent, and centered entirely on your specific goals.
The Living Balance Sheet®: As a client, you gain access to a powerful, real-time organizational tool. The Living Balance Sheet® provides a holistic, wide-angle view of your financial world, from assets and liabilities to protection and cash flow.
National Strength, Local Presence: Through our relationship with Pacific Advisors, we offer the robust resources of a national powerhouse, delivered with the personalized touch of our San Diego-based team.
A San Diego Anchor with a National Reach
Our primary office is located on Morehouse Drive in the heart of Sorrento Mesa, strategically positioned to serve the medical, dental, and tech professionals of Sorrento Valley, La Jolla, and Del Mar.
While we are deeply rooted in the San Diego business community, we utilize a high-touch virtual suite to provide the same sophisticated wealth coordination to clients across the country. Whether you visit us in person at our Morehouse Drive office or join us via video from the East Coast, our commitment to your success remains the same.
Who We Serve
The San Diego HENRY: You’ve reached a high income at a local firm or residency; now you need a sophisticated strategy to turn that income into lasting wealth.
The Southern California Business Owner: From entity structuring to CEPA®-led exit planning, we help you protect the legacy you’ve built in the San Diego market.
Medical & Dental Professionals: Specialized coordination for those navigating the unique debt, tax, and protection challenges of the healthcare industry.
Ready to Organize Your Financial Future?
True financial success doesn’t happen by accident—it happens by design. Let’s take the first step together with a complimentary wealth review.
Contact Us For personalized financial planning and asset management services, visit us at our San Diego office.
San Diego Office 5405 Morehouse Drive, Suite 245
San Diego, CA 92121