Brad Oakes
- Director, Eisner Advisory Group, LLC
Contact
Brad Oakes is a Director in the firm's Private Client Services Group. With nearly two decades of experience, he advises closely held businesses, families, and high-net-worth individuals on tax planning, compliance, and financial strategies.
Brad works with clients across a wide range of industries, including family-owned enterprises, healthcare, real estate, and professional services.
Specialties
- Tax Planning
- Compliance Advisory
- Financial Strategy
- Wealth Preservation
- Family Business
- Real Estate
- Healthcare Advisory
Credentials & Education
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Appalachian State University: BS, Accounting
Affiliations
- American Institute of Certified Public Accountants
- North Carolina Association of Certified Public Accountants