Brian P. Sauser, CFP®

Brian P. Sauser, CFP®

Founder

Phone: 563.583.5775 / 800.736.5764
Fax: 563.583.5779
Mobile Phone: 563.564.5155
E-mail: brian@sauserfinancial.com

Brian P. Sauser, CFP®  has been a leading provider of comprehensive, integrated financial planning and asset management solutions since 1999, and founded Sauser Financial Group on the guiding principles of trust, integrity, and diligence.

Brian's unique vision and acumen have fostered a powerful purpose to help clients crystallize their objectives and implement a plan for wealth preservation, growth and succession. His proven Integrative Wealth Management process and his commitment to get done what everyone else simply talks about doing set him apart from anyone else.

Brian attended Kirkwood Community College in Cedar Rapids, Iowa and The University of Iowa in Iowa City, Iowa; earning an undergraduate degree in Business Administration with a general competence in the discipline of Accounting. He has since taken and passed additional advanced curriculum in the disciplines of Finance and Economics at The American College in Bryn Mawr, Pennsylvania, as well as the requisite securities and insurance examinations, and holds the highly-regarded and well-respected accredited CERTIFIED FINANCIAL PLANNER™ designation. He is also a certified Macro Asset Perspective® practitioner and Co-Editor of the Financial News Digest®. In addition to his credentials, Brian has adept applied knowledge in the areas of risk management, retirement income, business succession and estate planning.

Brian resides in Dubuque, Iowa with his wife and their three sons. With his playing days in effect behind him, he focuses his competitive drive toward coaching his sons. 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 - a select group of business succession and estate planning advisers
  • New York Life Insurance Company 2010-2011 Executive Council
  • Tri-State Estate Planning Council


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