Phillip Bracey, CFP, EA
Enrolled Agent, Certified Financial Planner
(562) 902-5670
LinkedIn As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan...
Sean Bracey, EA, ChFC
Financial Advisor, Enrolled Agent
(562) 902-5670
I grew up watching my dad help clients, but I started to get more intrigued about this business when we ran into one of his clients at the grocery store. During that brief encounter, I counted several different times that...
Jeremiah Gramm
Financial Advisor
Like most teenagers in high school, I thought a lot about what I would do for a career after graduating. With so many different career paths I could have pursued, I had a hard time deciding what would be the right path for me. The...
Alex Leise
Client Service Manager
My name is Alex Leise and I am the client service manager for Bracey Tax and Financial services. I enjoy using my skills and first hand knowledge of the industry to contribute to the exciting advances that happen every day here in the...