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Brian Case, Cfp® Email & Phone Number
Co-Founder
at
Direct Self Care
1 work email found
@directselfcare.com
2 phones found area 800 and 413
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder
Location
Lehi, Utah, United States
Company size
Who is Brian Case, Cfp®? Overview
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Quick answer
Brian Case, Cfp® is listed as Co-Founder at Direct Self Care, a company with 1 employees, based in Lehi, Utah, United States. AeroLeads shows a work email signal at directselfcare.com, phone signal with area code 800, 413, and a matched LinkedIn profile for Brian Case, Cfp®.
Brian Case, Cfp® previously worked as Co-Founder at Direct Wealth Care and Co-Founder at Dinner Table. Brian Case, Cfp® holds Accredited Behavioral Finance Professional™ from The American College Of Financial Services.
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{first}@directselfcare.com
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Profile bio
About Brian Case, Cfp®
From selling stamp collector starter kits recycled from interoffice mail from my physician-grandfather’s nursing home business at age 13 to founding a wealth management business, my journey through entrepreneurship has been wide-ranging, exciting, and educational. I've launched eight companies, successfully sold six, and weathered the challenges of closing two. I have had the opportunity to invest in industries ranging from commercial real estate to medical device startups.My connection with the medical community deepened in my twenties when I invested with physicians in my bicycle retail ventures. My pivot to financial services was influenced by a mentor who had the endorsement of a regional medical association. This mentorship helped me better refine my approach to serving physicians and their distinct financial needs.My relationship with my wife, whom I met during her Residency, gave me an inside look at young doctors' challenges, from financial responsibilities to student loan debts. It became clear that physicians often put their heads down in high school and ignore other important subjects – like the language of business and finance.Over more than 20 years, I started, grew, and eventually sold a wealth management business. While it wasn't exclusively for physician families, due to my connections and expertise, we predominantly catered to their unique financial needs. This business began as a typical one-person practice and grew substantially to include a team of financial advisors, para-planners, marketing experts, and administrative staff. This growth from an approach to a business allowed us to serve our clients better, particularly the physician families who faced distinct financial challenges.Now, using what I've learned, I'm on a mission to improve the financial well-being of physician families:• I'm coaching select financial advisors on how to build a scalable and salable business to serve and attract physician families – or whomever they are on a mission to help.• I'm directly engaging with large groups of physicians to improve their financial literacy and positively impact their overall well-being.• I aim to bridge communication gaps by helping physicians and financial advisors understand each other better – making physicians “financially literate” and (critically) making advisors “physician literate.”Physician burnout and stress are significant issues:"Over 40% of physicians report signs of burnout." (Medscape Report)"Physicians have a suicide rate nearly two times higher than the US average." (Journal of Medical Regulation)
Listed skills include Investments, Investment Management, Finance, Strategy, and 46 others.
Current workplace
Brian Case, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Direct Self Care
37 roles
Brian Case, Cfp® work experience
A career timeline built from the work history available for this profile.
Co-Founder
CurrentOur mission is to improve the overall well-being of physicians, dentists, nurses, and everyone who provides our healthcare by giving them access to tools, education, guidance, and resources to improve their financial capability and help reduce stress.
Jan 2023 - Present
Co-Founder
CurrentOur mission is to enable parents to cultivate this essential mindset in their children, helping them grow into confident, capable, and financially savvy individuals ready to excel in life.
Jan 2024 - Present
Advisor/Investor
CurrentAt Savology, we deliver transformative financial wellness solutions to employers, retirement plans, clients, and prospects through a scalable planning platform designed to penetrate new markets.
Jan 2024 - Present
Advisor/Investor
Current
Jan 2024 - Present
Specialops Consultant
CurrentI am working with the leadership team to help select portfolio companies achieve outstanding results.
Sep 2023 - Present
Co-Founder
Current
Advisor-Ci - Engaging And Educating Physicians Using Collective Intelligence
We are using empathetic AI technology to improve the overall wellbeing of physicians and their families.
Oct 2022 - Present
Founder
Current
Pfti Wealthcare
Innovating and consulting at the intersection of personal financial planning and the physician wellbeing crisis.
Apr 2017 - Present
Co-Founder
Current
Advisor-Rx - Your Prescription For Attracting And Serving Physician Families
We coach select financial advisors who seek to attract and serve physicians and their families.
Oct 2022 - Present
Investor
Current
May 2010 - Present
Capital Markets Consultant
Portland Foreside is a revitalized and reimagined 10-acre neighborhood along Portland, Maine's historic eastern waterfront. A unique mix of shops, restaurants, fresh food markets, workspaces and residences that set the stage for innovative collaborations and meaningful cultural experiences, entertainment, community and wellness.
Aug 2024 - Oct 2024
Chief Executive Officer
Tomi is the Japanese word for wealth. Unfortunately, in the US wealth often has a negative connotation. I believe we all should strive to be wealthy - not only financially but in our families and communities. TomiPlan is on a mission to provide zero-conflict financial planning and coaching in a world of conflicted advice and I am proud to be its leader.
Dec 2023 - Jun 2024
Investor
May 2012 - Jun 2024
Client Advocate And Business Development Consultant
I helped with the transition of my personal clients to Apollon advisors and continue to work them to maintain and expand the relationships. Now that my clients are in good hands, I am turning my focus to fostering trust of financial advisors by the physician community.
Oct 2021 - Sep 2022
Investor
May 2017 - May 2022
Wealth Management Advisor
After a three-year tussle with the SEC, I decided to merge with another firm in an attempt to improve the regulatory situation and add resources for our clients. Unfortunately, the merger did not work out as planned and I decided to unwind the partnership and consider other options.
Jul 2017 - Sep 2021
Investor
Metactive Medical
May 2010 - Dec 2020
Investor
May 2010 - Dec 2020
Founder & Managing Partner
Bradway Capital
We started two private funds to invest in a range of alternative investments from real estate to angel and venture capital on behalf of our clients.
Jan 2007 - Dec 2018
Founder & Managing Partner
Case Financial Services - Bradway Financial
I operated as a state registered investment advisor as Case Financial Services through 2006 and formed the Bradway Financial entity when we crossed the assets under management threshold and became SEC registered with multiple advisors. Our slogan said it all “Plan First, Then Invest”.
Jan 2000 - Jul 2017
Investor
May 2012 - May 2017
Investor
Serotta Cycling --> Saratoga Frameworks
May 2012 - May 2017
Investor
May 2010 - May 2017
Founder
Cyclefitness --> State Line Cycles --> Fit To Ride
I opened a traditional bicycle retail store under the CycleFitness name and changed the name to State Line Cycles. In 2005 we changed the business model to focus on proper fit and started to work by appointment only.
Sep 1990 - Jun 2015
Investor
Kansas City Healthcare Incubator
Jan 2010 - Apr 2010
Advisor
Massmutual - Charter Oak Financial Group
Worked as a Financial Advisor at the MassMutual agency in Farmington, CT. Ultimately, I learned “how the sausage was made” and decided to start my own RIA within the agency and quickly moved on to be completely independent in order to best serve my clients.
Jan 1998 - Dec 1999
Junior Advisor
Worked with Bob Mauterstock in Glastonbury, CT to help build his independent financial planning and investment management firm. He was endorsed by the Hartford County Medical Association.
Jan 1995 - Dec 1997
Co-Founder
Sharon’S Country Kitchen
I fell in love with a RI girl who just had to open her own restaurant… so, I helped her and ran back and forth to The Gathering in West Springfield, MA to pay the bills. We were young and didn’t make it but the restaurant did - with her parents help.
Jun 1989 - Jun 1992
Waiter —> Head Waiter —> Bartender
The Gathering
This was one of the best experiences of my life. I was trained how to serve at a high end restaurant while navigating the cooks, bartenders and hosts. We pooled tips and I regularly walked out with $1K per shift. I used this money to start my own restaurant… more on that later.
Sep 1986 - Dec 1991
Emerging Entrepreneur
Distributed Education Clubs Of America
I won the regional competition and was sent to the national competition in New Orleans… what an experience!
Aug 1986 - Jun 1987
Co-Founder
Rocksteady
I started playing keyboards in a cover band and when that didn’t work out, pivoted to use my equipment and record collection to DJ local school dances, college parties and a few downtown bars.
Jan 1985 - Jun 1987
Co-Founder
Family Bike & Sport - Hockey Shop
I was playing high school hockey and there was no place in town to get my skates sharpened and buy supplies. So, I started a hockey shop in the bike shop and it was a hit!
Jan 1984 - Jun 1987
Dish Dog —> Assistant Manager
Started as a “dish dog” while working in the bike shop. My claim to fame was cleaning the dish room right after school and covering all the services with plastic wrap so I could pull it up at closing and be the first person out!
Sep 1983 - Jun 1987
Head Mechanic And Commissioned Sales
Family Bike & Sport
I started working for the new owner of a bike shop I was buying parts from when he asked me how long it would take to assemble a bike. My answer was 2-3 hours because I didn’t know they came mostly assembled from the factory! My first trial Saturday, I probably built a dozen bikes and earned three bucks an hour! Needless to say, I was hired!
Jun 1983 - Jun 1987
Founder
Bennett Road Babysitting
It all started with babysitting for my neighbors and quickly grew to managing other neighborhood sitters. So, I suppose, my first business development and management roles!
Jan 1980 - Jun 1987
Co-Founder
Boys' Life Magazine Classifieds - Stamp Collector Starter Kit
My grandfather was one of the last generations of physician entrepreneurs. He and I soaked postage stamps off interoffice mail and packaged them as stamp collector starter kits that we sold in the back of Boys’ Life Magazine. It’s how I made enough money to open my own bike shop!
Jan 1980 - Jun 1985
Founder & Bike Mechanic
Bennett Road Bike Repair
I started bike racing and ended up working on my friends bikes in my cellar.
Jan 1982 - Jun 1983
6 education records
Brian Case, Cfp® education
Accredited Behavioral Finance Professional™
Certified Financial Planner™, Personal Financial Planning
Business Administration And Management, General
Business Administration And Management, General
Business Administration And Management, General
High School Diploma, Business Administration And Management, General
FAQ
Frequently asked questions about Brian Case, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Case, Cfp® work for?
Brian Case, Cfp® works for Direct Self Care.
What is Brian Case, Cfp®'s role at Direct Self Care?
Brian Case, Cfp® is listed as Co-Founder at Direct Self Care.
What is Brian Case, Cfp®'s email address?
AeroLeads has found 1 work email signal at @directselfcare.com for Brian Case, Cfp® at Direct Self Care.
What is Brian Case, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 800, 413 for Brian Case, Cfp® at Direct Self Care.
Where is Brian Case, Cfp® based?
Brian Case, Cfp® is based in Lehi, Utah, United States while working with Direct Self Care.
What companies has Brian Case, Cfp® worked for?
Brian Case, Cfp® has worked for Direct Self Care, Direct Wealth Care, Dinner Table, Savology, and Asa.
How can I contact Brian Case, Cfp®?
You can use AeroLeads to view verified contact signals for Brian Case, Cfp® at Direct Self Care, including work email, phone, and LinkedIn data when available.
What schools did Brian Case, Cfp® attend?
Brian Case, Cfp® holds Accredited Behavioral Finance Professional™ from The American College Of Financial Services.
What skills is Brian Case, Cfp® known for?
Brian Case, Cfp® is listed with skills including Investments, Investment Management, Finance, Strategy, Luxury Goods, Retirement, Financial Services, and Entrepreneurship.
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