Managing Director and Partner Brad Barrett talked with Dr. Travis Parry on the Balanced Growth show: Curating Client-First Success with Brad Barrett, CFP®.

Brad talked about building a career, a business, and a family, including:

• How he started a business his freshman dorm
• How he defines success and finds balance
• Why he chose to specialize in serving first responders

He also shared how One Capital Management grew from seven people into a team of 90 people with offices across North America. “We put clients first, always, and through that we were able to organically grow for a long time,” Brad explained.

Listen to the full episode or watch Brad’s interview on YouTube.

Discussions between OCM advisors and subject matter specialists, who are not affiliated with One Capital Management, do not necessarily reflect the views of One Capital Management. The views expressed by the specialists are their own. The information provided is for educational purposes only and does not constitute, or intend to be, investment, legal, accounting, estate planning, or tax advice. The opinions expressed should not be considered as recommendations of an investment strategy. Information and opinions are subject to change without notice. Investment decisions should be made after careful consideration with a qualified professional of individual risk tolerance, investment goals, and overall financial situation. This should not be considered as a solicitation to buy or an offer to sell securities. Investing involves risk. Principal loss is possible. Past performance does not guarantee future results. Advisory services offered through One Capital Management, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.