MICHAEL BRADY

Michael Brady, CEPA supports advisors at Vanilla, helping them simplify estate planning conversations through education and scenario modeling tools. He is also a financial advisor and Certified Exit Planning Advisor, bringing real-world perspective to the challenges advisors face as valuation work shifts into gifting, succession, and legacy planning.

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Michael Brady, CEPA supports advisors at Vanilla, helping them simplify estate planning conversations through education and scenario modeling tools. He is also a financial advisor and Certified Exit Planning Advisor, bringing real-world perspective to the challenges advisors face as valuation work shifts into gifting, succession, and legacy planning.

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