About
BFF Financial
At BFF Financial, we believe financial success is about more than just numbers—it’s about clarity, confidence, and having a trusted partner by your side for life. With so many people feeling financial pressure, we know that true security comes from more than just investments—it comes from a complete, well-integrated strategy that evolves with you.
That’s why we take a holistic, client-first approach, providing clear, honest guidance across wealth management, tax strategies, estate planning, business transitions, and risk protection. Our goal is simple: to simplify the complex so you can move forward with confidence, knowing every financial decision is part of a greater plan.
At BFF Financial, we’re more than advisors—we’re your partner for life’s most meaningful milestones and everything in between. Whether you’re building wealth, planning for the future, or navigating major life changes, we’re here to ensure your financial success is built to last.
Your Financial Partner:
Beyond Finances, For Life’s Meaningful Moments
Our Client Promises
Feel Financially Confident, Not Confused
Financial decisions don’t have to be overwhelming. We break down complex choices into clear, straightforward strategies, giving you the confidence to move forward without second-guessing your financial future.
Your First Call for Financial Decisions
When life changes—whether it’s a major career move, a business transition, or estate planning—you deserve an advisor who knows your full financial picture. At BFF Financial, we build deep, long-term relationships, so you always have a trusted expert to turn to, ensuring every financial decision feels informed, strategic, and stress-free.
A Complete Financial Plan, Not Just Pieces
True financial success doesn’t come from scattered decisions—it comes from a fully integrated strategy where every piece of your financial life works together. At BFF Financial, we go beyond investments to create a comprehensive plan that aligns your wealth, tax strategy, estate planning, business goals, and risk protection, ensuring nothing is left to chance.
Our Services
Core Financial Planning
Specialty Planning
Business Planning
Tax Services
Risk Management & Insurance
Family-Focused Planning
Investment & Wealth Services
Estate & Wealth Transfer Planning
Meet Brad Creger: A Trusted Partner, Beyond Finances
Brad Creger’s career is built on independence, integrity, and personal experience. After beginning his journey with Cigna Financial Advisors and completing over 2,100 hours of advanced financial training, Brad rose to serve VIP clients at major brokerages and regional institutions. But when corporate demands threatened client-first planning, he made a bold move—founding BFF Financial in 2000 to provide truly independent, holistic advice.
Brad’s passion is personal. After witnessing his family struggle through a lack of proper planning, he committed his life to helping others avoid the same fate. That experience drives everything he does today—from building comprehensive wealth strategies to preparing clients for life’s unexpected turns.
A proud UCLA graduate and holder of nine financial designations, Brad combines deep expertise with real-world empathy. He’s more than an advisor—he’s a lifelong ally in your financial journey.
Credentials & Community
Brad lives in La Cañada, CA with his son and is actively involved in his community, from youth sports to the arts. With credentials including AAMS®, AIFA®, and CPFA®, he brings unmatched experience and commitment to every client relationship.
At BFF Financial, clients aren’t treated like transactions—they’re treated like family.
