Brian Casper

CAP® i

Professional Profile

About me (self-reported)

Brian Casper, CFP®, CKA®, CAP® helps individuals, families, and business owners build and manage wealth with confidence. His services include fiduciary financial planning, wealth management, retirement income strategies, tax-efficient planning, and charitable giving strategies. By integrating these areas into a personalized plan, Brian helps clients make informed decisions, reduce financial complexity, and create a lasting impact for the people and causes they care about most.

Address 11249 Gold Country Blvd
Suite 150
Gold River, CA 95670

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My Expertise Philanthropic & Estate Planning Designations Held

CAP® i

Minimum Assets $500,000 - $749,999 Minimum Income $100K - $149,999 Languages Spoken (self-reported) English

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