WEALTH ADVISOR BACK TO TEAM
To me, wealth management is all about collaborating and serving clients, and I really enjoy the challenges. On top of that, we get to talk about economics and the endlessly fascinating securities markets. This is a great job.
The honesty and integrity of each individual and our combined expertise.
A rigorous process and integrity in our thoughts and approach.
My openness to new ideas and inquisitiveness along with my desire to teach others.
Being Chief Investment Officer at Vista. I feel privileged to lead such a smart group of people (the Investment Committee) and to bring our clients the best investment vehicles and portfolios.
Walking and hiking with my family and friends. I also enjoy reading great novels and interesting non-fiction works.
I have dreamed many times of having dinner with Theodore Roosevelt. He was such a dynamic and interesting person. I would have also loved being one of Aristotle’s pupils so that I would have deeply understood his definition of living a fulfilling life early on.
Brian Frazier delivers over 25 years’ experience in comprehensive financial planning, emphasizing investment and tax planning for families, foundations and endowments, and employee groups.
Brian's experience includes teaming with internal and external advisors, making investment recommendations and executing strategies to meet his clients’ goals.
Brian has presented to many groups on all topics of personal finance. He is also a frequent speaker in the Roundtable Series for Nonprofit Organizations in San Francisco. Brian is a member of the CFA Society of San Francisco.
Prior to joining our firm, Brian spent eight years at PricewaterhouseCoopers (formerly Coopers & Lybrand) where he was in charge of asset management on the West Coast.
Brian is a graduate of Pepperdine University and he received a Professional Designation in Personal Financial Planning from the University of California, Los Angeles.BACK TO TEAM