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Meet the Team

Brad Bond, CFP®, CFA, AIF® ➺ Photo
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Brad Bond, CFP®, CFA, AIF® ➺

Founder

Brad Bond

Brad Bond, CFP®, CFA, AIF®

Founder



I started C. B. Bond Financial Planning after a 15-year career in engineering. Being analytical and number-oriented translates well to finance and investments. At the same time, financial planning provides a way to directly and positively impact the lives of clients. As a career-changer myself, some of the most rewarding client engagements have been ones in which I help a client make a transition to a more satisfying career or better work-life balance.

My wife Mary is a Registered Nurse and a travel nurse. We journey together and are full-time RVers. We may visit and reside in several states in a given year. Through this, I have developed experience with both the financial and non-financial aspects of life on the road and have incorporated this experience into the travel worker specialty in my practice.

I value education and have invested the time to get the credentials that provide a solid base of knowledge for what I do. I update and keep current on technical knowledge and industry trends and practices through continuing education programs and by attending professional conferences.

Outside of work, I enjoy fitness and outdoor activities including hiking, cycling and sailing.

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Chartered Financial Analyst®
  • Accredited Investment Fiduciary®
  • Enrolled to practice before Internal Revenue Service


Educational Background

  • MBA, Concentration in Investments and Finance, University of Pittsburgh
  • MS, Mechanical Engineering, University of Michigan, Ann Arbor
  • BS, Mechanical Engineering, Rutgers University, New Brunswick, NJ
  • In addition to my financial planning practice, I have served as an expert witness in securities arbitration cases.


Julie Froneberger ➺ Photo
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Julie Froneberger ➺

Julie Froneberger


I work virtually from Kansas City,  assisting C. B. Bond Financial Planning with administrative support. Previously, I worked in office management and client relations for several mid-size companies. Currently, I own Executive Services, Inc. and specialize in providing administrative services targeted to the needs of financial advisors.

Kim Francese ➺ Photo
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Kim Francese ➺

Kim Francese

Kim Francese


Those of you who worked with Paul Shrum and The Financial Advisory Corporation will know me. I worked at that firm for 17 years, assisting with tax return preparation and managing the company accounting. I continue these duties at C.B. Bond Financial Planning and am also taking over some of the financial paraplanner responsibilities.

I live in Greensburg, PA with my husband and 3 kids.


Educational Background

BS, Business Management with a minor in Economics, Indiana University of Pennsylvania