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Brian P. Sauser, CFP®

Brian P. Sauser, CFP®

Founder and President

Phone: 563.583.5775 / 800.736.5764
Fax: 563.583.5779
Mobile Phone: 563.564.5155
E-mail:


Brian P. Sauser, President of Sauser Financial Group, has provided innovative wealth advisory solutions since 1999; and holds the highly-regarded accredited CERTIFIED FINANCIAL PLANNER™ designation. Mr. Sauser's unique vision has fostered a powerful purpose to help clients crystallize their objectives and implement a plan for wealth preservation, growth and succession. His proprietary Integrative Wealth Management process and his commitment to get done what everyone else simply talks about doing set him apart from anyone else.

Mr. Sauser attended Kirkwood Community College and the University of Iowa, earning an undergraduate degree in Business Administration with an emphasis in the discipline of Accounting. He furthered his education at American College where he completed upper level curriculum in the disciplines of Finance and Economics. Mr. Sauser is a member of an exclusive group of professionals certified to teach education-only financial workshops on the subject matter of Macro Asset Perspective® principles and strategies, as well as offer MAP™ as a planning tool for individuals. He is also Co-Editor of the Financial News Digest®, a nationally distributed publication for effective money management. In addition to his education and credentials, Mr. Sauser has a wealth of applied knowledge and expertise in the areas of retirement income, business succession and wealth transfer planning 

Mr. Sauser and his family reside in Dubuque, Iowa. And, his principles to a rewarding and successful life are the love of family, balancing your responsibilities, helping others succeed and commitment to your community.


Board Memberships and Affiliations:

  • The Coaching Series - an exclusive group of business succession and estate planning advisors
  • New York Life Insurance Company 2011-2012 Executive Council
  • Society of Financial Service Professionals
  • National Association of Insurance and Financial Advisors
  • Tri-State Estate Planning Council
     


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