Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Placer - El Dorado County, CA #4963! 

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types: Libraries | Universities, Colleges, Junior Colleges | Businesses | Nonprofit and Fundraising Organizations. Class offerings include:
A Guide to 401k Rollovers ♦ The ABCD’s of Medicare ♦ Advanced Estate Planning ♦ An Introduction to Annuities ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan
 

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.
 

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Bradley V. DeHaven is a Financial Advisor in Fair Oaks, in the Sacramento, CA area. Brad’s clients span most of Northern CA. Brad has been licensed Series 7, & 63 since 1983 and obtained his Securities Registered Principal license, Series 24 in 2005. Brad also has his CA Insurance license. Some of Brad’s clients are three generations deep and he is proud to call them friends as well as clients.

Brad truly enjoys helping families plan for their future financial needs with predictable sustainable income planning. Brad believes that keeping current on the ever-evolving array of investment products is essential when servicing your clients’ diverse needs. Knowledge is power and helping people better understand their personal financial picture and options is of paramount importance. Brad is also the former Host of the radio program; Annuity Mythology.

Brad has been married for 39 years to Lisa who he met in High School. Together they have two sons, Brandon and Bryce, who are both married. Brad and Lisa are blessed with 3 grandchildren, Beau, Avery and Luca.

Brad is also the Author of two books regarding prescription drug abuse and addiction. Brad is a public Speaker and an Activist for education, awareness and reform. His family’s darkest moments lead to a passion to help others better understand addiction, and how innocently it can begin.

In addition to Brad’s two books; Defining Moments and The Addict Among Us, Brad has written many articles for recovery publications and has been interviewed on FOX, ABC, NBC, CBS, and Huff Post as well as in print and radio. Brad has appeared in two documentaries on the subject.  Brad has talked with hundreds of parents and addicts through his advocacy and also as the former Host of the radio show; Afflicted By Addiction. Brad’s son celebrated 12 years clean from drug addiction which began with a prescription for a broken arm and nearly cost him his life.