Brad Sparbanie

Brad Sparbanie is a Financial Advisor with Dunn Financial Services, where he specializes in retirement plan design, and advanced financial strategies for both businesses and individuals across Pennsylvania and New York. Holding Series 6, 63, and 65 licenses with LPL Financial, along with Life & Health credentials, Brad delivers a comprehensive approach that integrates investments, insurance, and retirement solutions.

Brad began his financial services career in 2015 while studying Finance at Endicott College, gaining hands-on experience with an advisor in Boston. He went on to join Putnam Investments in 2017, deepening his expertise in asset management and institutional retirement plans. By 2018, he launched his own practice with New York Life, helping individuals and business owners design customized insurance, retirement, and wealth strategies. In 2025, Brad returned to his hometown of Towanda, PA, and joined Dunn Financial Services, bringing nearly a decade of industry knowledge to expand the firm’s retirement and financial services practice.

He has extensive experience in guiding business owners through the implementation and management of 401(k), SIMPLE IRA, SEP, and executive retirement plans, while also helping individuals protect their futures through life, disability, and long-term care insurance strategies. With access to both brokerage and advisory platforms, Brad provides clients with flexibility in plan design, investment choices, and cost structures.

Outside of his professional work, Brad is an active member of his community. From bowling in local leagues and hosting karaoke nights to supporting events that bring people together, he is passionate about building connections. A lifelong learner, Brad enjoys exploring the intersection of finance, technology, and community impact.