Bryan Sarff Email & Phone Number
CFP®, CEPA® | Chief of Staff for Business Owners @ intellicents
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Bryan Sarff Location
- Overland Park, KS, US
Bryan Sarff Work
- CFP®, CEPA® | Chief of Staff for Business Owners @ (January 2024 - Present)
- Founder and Host @ Successful Chaos Podcast (January 2024 - Present)
- Co-Owner @ (September 2025 - Present)
- Co-Founder @ (September 2020 - Present)
- True Wealth and Company - Host, Make Work Optional Podcast @ (July 2018 - March 2024)
- True Wealth and Company, Founder and Chief Executive Officer @ (August 2012 - March 2024)
- Financial Advisor @ Gremler Financial Group (now Vision Financial Group) | 2010 - 2012 (August 2010 - August 2012)
- Self-Employed Financial Consultant @ The Marketing Bull (April 2008 - August 2010)
- Financial Advisor | CFP® @ Barber Financial Group (now Modern Wealth) | October 2003 -- April 2008 (October 2003 - April 2008)
- Distribution Systems Sales @ (November 2002 - October 2003)
- Director of Materials @ (December 2001 - November 2002)
- Operations and Turnaround -- Lear Liberty Materials Group @ (December 2000 - November 2001)
- Distribution Center Manager -- Lear KC @ (February 1997 - December 2000)
- New Plant Startup -- Seat Assembly @ (June 1995 - February 1997)
- Operations Consultant -- Lear Sheboygan @ (October 1996 - December 1996)
- Operations Consultant -- Lear Atlanta @ (May 1996 - August 1996)
- Co-Founder @ Applied Energy Consultants (September 1999 - December 2000)
- 91B Field Medic @ (May 1989 - July 1996)
Bryan Sarff Education
- University of Missouri Trulaske College of Business
Bachelor’s Degree (Marketing, Chemistry, Biology)
1990-1994 - Missouri University of Science and Technology
Engineering
1989-1990 - Cape Central High School
High School
1985-1989
Bryan Sarff Skills
- 401k
- Asset Allocation
- Business Consulting
- Business Development
- Business Ownership
- Business Value Acceleration
- Certified Financial Planner
- Charitable Giving
- Customer Service
- Disability Insurance
- ETFs
- Engaging Public Speaker
- Estate Planning
- Exit & Succession Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- High-Net-Worth Individuals (HNWI)
- IRAs
- Independent Financial Advice
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Logistics Management
- Long Term Care Insurance
- Long-term Care
- Materials Management
- Mergers & Acquisitions (M&A)
- Personal Financial Planning
- Podcasting
- Portfolio Management
- Radio Host
- Retirement
- Retirement Distribution Planning
- Retirement Planning
- Risk Management
- Roth IRA
- Self Directed IRA
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Technical Analysis
- Term Life Insurance
- Wealth
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
Bryan Sarff Summary
- Bryan Sarff, based in Overland Park, KS, US, is currently a CFP®, CEPA® | Chief of Staff for Business Owners at intellicents. Bryan Sarff brings experience from previous roles at Successful Chaos Podcast, Recreation Construction Group, myTrueHR and True Wealth & Company, LLC. Bryan Sarff holds a 1990 - 1994 Bachelor’s Degree in Marketing, Chemistry, Biology @ University of Missouri Trulaske College of Business. With a robust skill set that includes 401k, Asset Allocation, Business Consulting, Business Development, Business Ownership and more. Bryan Sarff has 2 emails and 1 mobile phone numbers on RocketReach.
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