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About

<sup>What We Do</sup><br/>Retirement Simplified<br/>

What We Do
Retirement Simplified

Our team is dedicated to simplifying financial concepts and providing guidance tailored to your needs.

Hendries Wealth Management offers a helping hand in simplifying the financial world. Whether it's planning, investing, or facing life transitions, we're here for you every step of the way, providing the support you need for a smoother financial journey.

Meet The Team
Who You'll Be Working With

Bradley Burdick

Bradley Burdick is a Client Service Specialist at Hendries Wealth Management. He is currently in his last year at Cal State Fullerton where he is in the Financial Planning Program and working towards his finance degree. His goal after graduation is to obtain his CFP designation and to start helping people understand their finances and build their wealth. Bradley is passionate about investing and personal finance and has helped his friends start investing and teaching them about personal finance as he believes financial literacy is the greatest tool you can give somebody. When not working or studying, he enjoys watching the Golden State Warriors or San Francisco 49ers with his dad and brother.

James (Jim) Hendries, CEPA®

Jim is qualified to help you; and as an independent financial services firm located in Orange County, backed by the strength of LPL Financial, he creates professional, customized financial plans to help build, preserve, and transfer clients’ wealth. Jim is committed to building Hendries Wealth Management to simplify and organize his clients’ financial lives.

Jim will personally take care of you, provide customized financial reviews, and proactively watch over your investments through all the stages of retirement and pre-retirement. Jim is just as interested in your well-being as a person, as he is in your financial health.

We are committed to helping business owners and individuals continue their legacy. As a CEPA professional, Jim helps business owners in all phases to build, grow, protect, or exit their business successfully.

He and his wife Jill, have 3 children; Cooper, Carter, and Avery. Jim spends most of his free time with his family. Being raised in Orange County, Jim loves the southern California lifestyle of sun, sand, and skiing.

Sandra Bruner

Sandra Bruner is the Operations Manager for James Hendries, LPL Financial Advisor, Huntington Beach. Jim and Sandra have worked together for over 20 years. She is the calm voice that answers our phones and adeptly handles all service-related questions or concerns. Sandra processes all client orders and manages transfer paperwork in a timely and concise manner and is Jim’s right hand. Sandra is married and has six grown children and four grandchildren. She is an avid USC football fan and often attends games with her husband.

Let's talk about
your goals.

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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