BPM - Brian Frazier

Home: Key People: Brian Frazier

Assurance Services		Tax Services
Richard Avril Richard Bellucci Jenise Gaskin Brad Holsworth Mark Loveless Geralyne Mahoney Roy Maynard Jeffery A. Pearson Mark Shumaker Michael S. Spence Scott Taylor		Carolyn Amster Marc H. Berger Dennis R. Brach John Brogan Rich Gunn Phillip L. Hutson Sandy Murray William A. Schulte Douglas Schultz

Consulting Russell K. Burbank Curtis Burr Andrea G. Cope Phil Leibowitz Steve Mayer Maureen Lucey Mihelich Michael N. Teutschel		Wealth Management Robert Anderson Brian Frazier Henry Pilger Internal Operations Alfie S. Adona Susan Harris

Brian Frazier

Responsibilities
Partner in the Wealth Management group.

Experience
Over twenty-five years of experience in comprehensive personal financial planning, emphasizing investment and tax planning for high net worth individuals. Experience includes assisting clients in developing financial planning goals, teaming with both internal and external advisors, making planning and investment recommendations to help meet those goals and executing the strategies with the client.

Education
BS/Business Administration - Pepperdine University
Professional Designation in Personal Financial Planning - University of California, Los Angeles

Activities
Board of Directors - West Point Parent Club of Northern California
Member - CFA Society of San Francisco

Interesting Tidbit
Avid hiker and opera fan!