Brian P. Sauser, CFP®
Founder & Principal
Brian started the wealth strategies firm Sauser Financial in 1999 with the purpose of providing his clients, and their circle of advisors, with the clarity and direction needed to identify and pursue their best financial opportunities. In addition to this purpose, Brian's Legacy Wealth Management processes have helped him build a reputation as one of the premier financial advisors in the Midwest.
As a CERTIFIED FINANCIAL PLANNER™, Brian leads the firm's comprehensive financial planning engagements. Through his independent and personalized investment management approach, Brian helps the firm's private clients obtain peace of mind and financial security. Brian and his wife, Karena, have 3 sons and reside in Dubuque, Iowa. And, his principles to a rewarding and successful life are family, assess your responsibilities and help others succeed.
Board Memberships and Affiliations:
- The Coaching Series - an exclusive group of business succession and estate planning advisors
- Million Dollar Round Table* 2023
- National Association of Insurance and Financial Advisors
- Tri-State Estate Planning Council
*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
