Brian Krause

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Consumer Services

Profile

Mr. Brian P.
Krause is a Managing Director & Partner at Cascade Financial Partners LLC.
Prior to Cascade, he was a Wealth Manager at Creative Planning, one of the largest independent Registered Investment Advisors in the country and served on their Investment Policy Committee.
Previously, Mr. Krause cofounded Gupta Wealth Management, a company he and his partners launched to champion the fiduciary standard.
Mr. Krause is a graduate of San Diego State University where he stays active with the Alumni Association.
He is a past President of the Kiwanis Club of San Diego Foundation and the Washington-Lincoln Laurels for Leaders, both local 501(c)(3) organizations.
He also serves on the Board for International Relief Teams and the planned giving advisory committees for KPBS.

Brian Krause active positions

Companies	Position	Start

All active positions of Brian Krause

Former positions of Brian Krause

Companies	Position	End
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	2023-08-31
Gupta Wealth Management LLC Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds.	Portfolio Manager-Equities	2016-04-04
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	2013-09-29
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2008-07-30
Western Financial Advisors Western Financial Advisors Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	2002-09-29

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Private companies	6
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Western Financial Advisors Western Financial Advisors Investment ManagersFinance Provides investment advice	Finance
University of California San Diego University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance
Gupta Wealth Management LLC Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds.	Finance