Brian Case, Certified Financial Planner®⁠

I build financial planning tools for physicians and run a platform that helps people manage money.

Experiences

Follow Brian for more...

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Brian Case, Certified Financial Planner®⁠

I build financial planning tools for physicians and run a platform that helps people manage money.

Experiences

Follow Brian for more...

Brian Case, Certified Financial Planner®⁠

I build financial planning tools for physicians and run a platform that helps people manage money.

Experiences

Follow Brian for more...

By using this service, you agree to the Terms of Service and Privacy Policy.

Brian Case, Certified Financial Planner®⁠

About

Experiences

CEO@SavologyRun a 10-minute financial planning platform

Co-Founder@Direct Wealth CareBreaking the money taboo in medicine

InvestorBack health startups with Park City Angels

FamilyMarried an Ob/Gyn I met in her residency

Founder & Managing Partner@Case Financial Services - Bradway FinancialRan a wealth firm 25 years, then sold it

Co-Founder@Sharon’s Country KitchenLaunched 8 ventures and sold 6

Early lifeSold recycled stamp collector kits at 13

Follow Brian for more...

Brian Case, Certified Financial Planner®⁠

About

Experiences

CEO@SavologyRun a 10-minute financial planning platform

Co-Founder@Direct Wealth CareBreaking the money taboo in medicine

InvestorBack health startups with Park City Angels

FamilyMarried an Ob/Gyn I met in her residency

Founder & Managing Partner@Case Financial Services - Bradway FinancialRan a wealth firm 25 years, then sold it

Co-Founder@Sharon’s Country KitchenLaunched 8 ventures and sold 6

Early lifeSold recycled stamp collector kits at 13

Follow Brian for more...

Brian Case, Certified Financial Planner®⁠

About

Experiences

CEO@SavologyRun a 10-minute financial planning platform

Co-Founder@Direct Wealth CareBreaking the money taboo in medicine

InvestorBack health startups with Park City Angels

FamilyMarried an Ob/Gyn I met in her residency

Founder & Managing Partner@Case Financial Services - Bradway FinancialRan a wealth firm 25 years, then sold it

Co-Founder@Sharon’s Country KitchenLaunched 8 ventures and sold 6

Early lifeSold recycled stamp collector kits at 13

Follow Brian for more...

Brian Case, Certified Financial Planner®⁠

About

Experiences

CEO@SavologyRun a 10-minute financial planning platform

Co-Founder@Direct Wealth CareBreaking the money taboo in medicine

InvestorBack health startups with Park City Angels

FamilyMarried an Ob/Gyn I met in her residency

Founder & Managing Partner@Case Financial Services - Bradway FinancialRan a wealth firm 25 years, then sold it

Co-Founder@Sharon’s Country KitchenLaunched 8 ventures and sold 6

Early lifeSold recycled stamp collector kits at 13

Follow Brian for more...