Brian Frazier delivers over 25 years’ experience in comprehensive financial planning, emphasizing investment and tax planning for families, foundations and endowments, and employee groups.
Brian’s experience includes teaming with internal and external advisors, making investment recommendations and executing strategies to meet his clients’ goals.
Brian has presented to many groups on all topics of personal finance. He is also a frequent speaker in the Roundtable Series for Nonprofit Organizations in San Francisco. Brian is a member of the CFA Society of San Francisco.
Prior to joining our firm, Brian spent eight years at PricewaterhouseCoopers (formerly Coopers & Lybrand) where he was in charge of asset management on the West Coast.
Brian is a graduate of Pepperdine University and he received a Professional Designation in Personal Financial Planning from the University of California, Los Angeles.