BRYAN SARFF

bio

Bryan joined intellicents in 2024 to help lead the company’s Family Office division in the Kansas City area. Dedicated to safeguarding and realizing his clients' financial dreams, Bryan’s expertise spans solving complex financial challenges, mitigating taxes, protecting assets, reducing financial risks, and crafting strategies for wealth transfer and charitable giving. He also guides business owners through critical decisions about whether to keep or sell their businesses, implementing a comprehensive value-creation methodology to support successful succession and exit planning.

With nearly 20 years of experience in trading stocks, ETFs, and mutual funds using technical analysis, Bryan has a deep understanding of the financial markets. Before joining intellicents, Bryan founded True Wealth & Company with the goal of “making work optional” for his wealth management clients. True Wealth merged with intellicents in 2024, enabling both organizations’ wealth management services to evolve even further.

A Certified Financial Planner™ since April 2010 and a Certified Exit Planning Advisor (CEPA), Bryan combines his financial acumen with a passion for lifelong learning and has shared his insights through hundreds of public workshops, a decade-long talk radio show on 980 KMBZ, and podcasts, “Let’s Make Work Optional,” available now, and “Successful Chaos,” which will be launching shortly.

education & certifications

Bryan graduated from the University of Missouri with a B.S. + B.A. in Marketing

Bryan holds the following designations and has previously passed securities exams:

• Certified Financial Planner® (CFP)
• Certified Exit Planning Advisor (CEPA)

bio

Bryan joined intellicents in 2024 to help lead the company’s Family Office division in the Kansas City area. Dedicated to safeguarding and realizing his clients' financial dreams, Bryan’s expertise spans solving complex financial challenges, mitigating taxes, protecting assets, reducing financial risks, and crafting strategies for wealth transfer and charitable giving. He also guides business owners through critical decisions about whether to keep or sell their businesses, implementing a comprehensive value-creation methodology to support successful succession and exit planning.

With nearly 20 years of experience in trading stocks, ETFs, and mutual funds using technical analysis, Bryan has a deep understanding of the financial markets. Before joining intellicents, Bryan founded True Wealth & Company with the goal of “making work optional” for his wealth management clients. True Wealth merged with intellicents in 2024, enabling both organizations’ wealth management services to evolve even further.

A Certified Financial Planner™ since April 2010 and a Certified Exit Planning Advisor (CEPA), Bryan combines his financial acumen with a passion for lifelong learning and has shared his insights through hundreds of public workshops, a decade-long talk radio show on 980 KMBZ, and podcasts, “Let’s Make Work Optional,” available now, and “Successful Chaos,” which will be launching shortly.

education & certifications

Bryan graduated from the University of Missouri with a B.S. + B.A. in Marketing

Bryan holds the following designations and has previously passed securities exams:

• Certified Financial Planner® (CFP)
• Certified Exit Planning Advisor (CEPA)