Certified Financial Planner™
Master of Business Administration
Accredited Investment Fiduciary
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 Contributions
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 […]
Brian Sauter, CFP® answers your Question of the Week by explaining the importance of starting the financial planning process sooner rather than later. The best time to start planning is now. Find out how much you should be saving according to your age. Transcription: Hi, I’m Brian Sauter, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, […]