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 Planner with Pure Financial Advisors, Inc. 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 outdoors activities, exercising and spending time with friends and family.

Brian's Latest Contribution