Brian Frazier

Wealth Advisor

Bay Area

Brian Frazier

Wealth Advisor

Bay Area

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.

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. Brian is a member of the CFA Society of San Francisco.

What drew you to wealth management?

To me, wealth management is all about collaborating and serving clients, and I really enjoy the challenges. On top of that, we get to talk about economics and the endlessly fascinating securities markets. This is a great job.

What do you enjoy most about Adero?

The honesty and integrity of each individual and our combined expertise.

What do you feel is the biggest value Adero brings to its clients?

A rigorous process and integrity in our thoughts and approach.

Which quality makes you best suited to provide wealth management services?

My openness to new ideas and inquisitiveness along with my desire to teach others.

What professional accomplishments are you most proud of?

Being Chief Investment Officer at Adero. I feel privileged to lead such a smart group of people (the Investment Committee) and to bring our clients the best investment vehicles and portfolios.

What do you love to do outside of work?

Walking and hiking with my family and friends. I also enjoy reading great novels and interesting non-fiction works.

Who in history (living or not) would you most want to meet?

I have dreamed many times of having dinner with Theodore Roosevelt. He was such a dynamic and interesting person. I would have also loved being one of Aristotle’s pupils so that I would have deeply understood his definition of living a fulfilling life early on.

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