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8880 Cal Center Drive
Suite 220
Sacramento, CA 95826

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Retirement Security Centers

800-655-2323

 
Tad Raudman

Tad Raudman 

 

Financial Planner (CA Insurance License #0K79212)

Tad Raudman is an award-winning educator turned financial professional. After building a highly successful 15-year career in education, he decided to return to his business and finance roots after being actively recruited by Morgan Stanley Wealth Management for the better part of a decade.
Tad worked at Morgan Stanley and JP Morgan for his first 5 years in the industry, learning within the ranks of two of the financial industry’s largest broker dealers and earning recognition as a top performer.
After building a sizeable client network catering to high net-worth families and individuals, Tad determined he could offer more value to current and future clients by going independent. He joined Retirement Security Centers, where he was introduced to like-minded financial professionals who offer a boutique client experience based on top of class financial planning (our EASE Process) and product agnostic advice. Tad offers clients extensive expertise in financial planning, custom portfolio design, retirement plan design, business succession planning and retirement income distribution planning.
Tad resides in Redding California and is happily married to his wife Elizabeth, with whom he is raising their two children Dalton and Mikaela. During his free time Tad enjoys spending time with his family, gardening, cycling, hiking, kayaking and gaming. Tad is passionate about lifelong learning and leverages his extensive research to continually strategize how to best serve his clients.