Ian Brauer
Financial Advisor
CFP®
About Ian
Ian Brauer supports clients through a comprehensive, planning‑first approach to wealth management. He graduated summa cum laude from California State University, Sacramento, with a concentration in Financial Planning. He later joined Lake Tahoe Wealth Management in 2023 as a Paraplanner.
Ian demonstrated early leadership in the profession as President of the Financial Planning Association at Sac State during his senior year. He passed the CFP® exam in 2024 and completed the experience requirement to earn the CERTIFIED FINANCIAL PLANNER™ designation in 2025.
Originally from Minneapolis, Minnesota, Ian is focused on delivering holistic financial planning grounded in fiduciary responsibility and sound financial principles. He is committed to helping individuals and families build clarity and confidence through disciplined, thoughtful planning.
Outside of work, Ian enjoys cooking, spending time with his wife and son, following Minnesota sports teams, and caring for their two cats.
Education
- BS – Business Administration, California State University, Sacramento
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