The Founder

Stan Brase has been providing financial planning for families and businesses since 1977. He has insurance and investment clients across the United States. His experience in estate planning and retirement planning has helped families and businesses prepare for the financial uncertainties of life.

Stan went into Financial Planning after graduating from the University of California at Fresno. He went on to further his education by attaining the professional designations of Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Because Stan believes staying current is important, he spends many hours each year attending continuing education classes and seminars.

He has qualified for numerous industry awards including The National Quality Award and Million Dollar Round Table. He has served on the Agents Council for ReliaStar Life Insurance Company. He has been a member of the Arizona Association of Insurance and Financial Advisors and the Society of Financial Service Professionals since 1977.

Stan focuses on the entire financial process to ensure that your individual goals are achieved. Careful attention is paid toward integrating all of the components of your financial plan to achieve the most efficient strategy. It is rewarding to be in a position to help our clients create financial security for themselves and their families.