Brian Case, Cfp® work email
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Brian Case, Cfp® personal email
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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)
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Co-FounderDirect Self CareLehi, Ut, Us -
Co-FounderDirect Wealth Care Jan 2023 - PresentLehi, Utah, United StatesOur 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. -
Co-FounderDinner Table Jan 2024 - PresentUtah, United StatesOur 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. -
Advisor/InvestorSavology Jan 2024 - PresentUtah, United StatesAt Savology, we deliver transformative financial wellness solutions to employers, retirement plans, clients, and prospects through a scalable planning platform designed to penetrate new markets. -
Advisor/InvestorAsa Jan 2024 - PresentUtah, United States -
Specialops ConsultantRevroad Sep 2023 - PresentProvo, Utah, United StatesI am working with the leadership team to help select portfolio companies achieve outstanding results. -
Co-FounderAdvisor-Ci - Engaging And Educating Physicians Using Collective Intelligence Oct 2022 - PresentLehi, Utah, United StatesWe are using empathetic AI technology to improve the overall wellbeing of physicians and their families.
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FounderPfti Wealthcare Apr 2017 - PresentLehi, Utah, United StatesInnovating and consulting at the intersection of personal financial planning and the physician wellbeing crisis.
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Co-FounderAdvisor-Rx - Your Prescription For Attracting And Serving Physician Families Oct 2022 - PresentLehi, Utah, United StatesWe coach select financial advisors who seek to attract and serve physicians and their families.
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InvestorArtio Medical, Inc. May 2010 - PresentKansas City, Kansas, United States -
Capital Markets ConsultantForeside Development Company Aug 2024 - Oct 2024Portland, MainePortland 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. -
Chief Executive OfficerTomiplan Dec 2023 - Jun 2024Lehi, Utah, United StatesTomi 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. -
InvestorCarolina Park Development Llc May 2012 - Jun 2024Mount Pleasant, South Carolina, United States -
Client Advocate And Business Development ConsultantApollon Wealth Management, Llc Oct 2021 - Sep 2022I 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. -
InvestorPark City Peaks Hotel May 2017 - May 2022Park City, Utah, United States -
Wealth Management AdvisorElevage Partners Jul 2017 - Sep 2021After 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. -
InvestorMetactive Medical May 2010 - Dec 2020
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InvestorNovita Biotechnology May 2010 - Dec 2020 -
Founder & Managing PartnerBradway Capital Jan 2007 - Dec 2018We 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.
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Founder & Managing PartnerCase Financial Services - Bradway Financial Jan 2000 - Jul 2017I 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”.
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InvestorStillwater Insurance Group May 2012 - May 2017 -
InvestorSerotta Cycling --> Saratoga Frameworks May 2012 - May 2017Saratoga Springs, New York, United States
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InvestorGrove Medical, Inc. May 2010 - May 2017Glastonbury, Connecticut, United States -
FounderCyclefitness --> State Line Cycles --> Fit To Ride Sep 1990 - Jun 2015I 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.
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InvestorKansas City Healthcare Incubator Jan 2010 - Apr 2010Kansas City, Kansas, United States
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AdvisorMassmutual - Charter Oak Financial Group Jan 1998 - Dec 1999Worked 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.
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Junior AdvisorLpl Jan 1995 - Dec 1997Worked 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. -
Co-FounderSharon’S Country Kitchen Jun 1989 - Jun 1992Pascoag, Rhode Island, United StatesI 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.
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Waiter —> Head Waiter —> BartenderThe Gathering Sep 1986 - Dec 1991West Springfield, Massachusetts, United StatesThis 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.
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Emerging EntrepreneurDistributed Education Clubs Of America Aug 1986 - Jun 1987Wilbraham, Massachusetts, United StatesI won the regional competition and was sent to the national competition in New Orleans… what an experience!
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Co-FounderRocksteady Jan 1985 - Jun 1987Wilbraham, Massachusetts, United StatesI 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.
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Co-FounderFamily Bike & Sport - Hockey Shop Jan 1984 - Jun 1987East Longmeadow, Massachusetts, United StatesI 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!
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Dish Dog —> Assistant ManagerFriendly'S Ice Cream, Llc Sep 1983 - Jun 1987Longmeadow, Massachusetts, United StatesStarted 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! -
Head Mechanic And Commissioned SalesFamily Bike & Sport Jun 1983 - Jun 1987East Longmeadow, Massachusetts, United StatesI 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!
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FounderBennett Road Babysitting Jan 1980 - Jun 1987Wilbraham, Massachusetts, United StatesIt 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!
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Co-FounderBoys' Life Magazine Classifieds - Stamp Collector Starter Kit Jan 1980 - Jun 1985Longmeadow, Massachusetts, United StatesMy 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!
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Founder & Bike MechanicBennett Road Bike Repair Jan 1982 - Jun 1983Wilbraham, Massachusetts, United StatesI started bike racing and ended up working on my friends bikes in my cellar.
Brian Case, Cfp® Skills
Brian Case, Cfp® Education Details
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Accredited Behavioral Finance Professional™ -
Personal Financial Planning -
Business Administration And Management, General -
Business Administration And Management, General -
Business Administration And Management, General -
Business Administration And Management, General
Frequently Asked Questions about Brian Case, Cfp®
What company does Brian Case, Cfp® work for?
Brian Case, Cfp® works for Direct Self Care
What is Brian Case, Cfp®'s role at the current company?
Brian Case, Cfp®'s current role is Co-Founder.
What is Brian Case, Cfp®'s email address?
Brian Case, Cfp®'s email address is br****@****ers.com
What is Brian Case, Cfp®'s direct phone number?
Brian Case, Cfp®'s direct phone number is (800) 725*****
What schools did Brian Case, Cfp® attend?
Brian Case, Cfp® attended The American College Of Financial Services, The American College Of Financial Services, Western Connecticut State University, Western New England University, Quinnipiac University, Minnechaug Regional High School.
What are some of Brian Case, Cfp®'s interests?
Brian Case, Cfp® has interest in Children, Skiing, Investing, Education, Hiking, Parenting, Ice Hockey, Arts And Culture, Bicycle Riding And Racing, Health.
What skills is Brian Case, Cfp® known for?
Brian Case, Cfp® has skills like Investments, Investment Management, Finance, Strategy, Luxury Goods, Retirement, Financial Services, Entrepreneurship, Venture Capital, Start Ups, Mergers And Acquisitions, Marketing Strategy.
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