Certified Financial Planner™
Master of Business Administration
Accredited Investment Fiduciary
BIOGRAPHY
Brian Sauter is CFP® Board certified and earned his MBA from San Diego State University’s College of Business Administration with an emphasis in financial and tax planning. Along with his undergraduate degree, he also earned the Personal Financial Planning certificate from SDSU. Prior to working with a fee-only advisory firm, Brian held his FINRA series 7, 66, and CA insurance licenses. Brian serves as a Financial Advisor with Pure Financial Advisors where he works directly with clients to help them develop and implement personalized financial strategies to reach their retirement goals. Brian is well-versed in the areas of investing, estate and tax planning, retirement strategies, insurance, and portfolio management. In his free time, he enjoys outdoor activities, exercising, and spending time with friends and family.
Brian's Latest Contributions
Senior Financial Planner, Brian Sauter, CFP®, AIF®, reviews three strategies for charitable giving and how to maximize your tax deductions. FREE GUIDE | Charitable Giving: Steps on Informed Giving Transcript There are several ways that you can donate to charity. You can use cash or check, appreciated stock or real estate, clothing, household items, vehicles […]
As the owner of a business, you have at least four retirement plan options: the SEP IRA, the SIMPLE IRA, the defined benefit plan, and the 401(k). Senior Financial Planner Brian Sauter CFP®, AIF® from Pure Financial Advisors explains these options and the contribution limits and deadlines for each type of plan. READ | Small […]
Newly updated for 2019: College costs are a challenge for parents and students alike. In this video, Senior Financial Planner Brian Sauter, CFP® walks through education savings plans that offer tax incentives and those that don’t, along with the rules, pros, and cons of each plan. College savings plans with tax incentives: 529 College Savings […]
