CAL - Brian Frack

Brian Frack, CFP®

Wealth Advisor

Brian Frack focuses on helping each client create and implement a financial plan that is unique to their circumstances at United Capital Financial Advisors. He brings a rich and diverse background of building strong relationships and developing solutions through in-depth research and analysis.

Prior to joining what is now United Capital in 2015, Brian served as an officer in the U.S. Navy submarine force and in Naval Intelligence. Following his service, Brian worked as a Research Analyst in management consulting, led the technology department as a Network Administrator and Programming Instructor at a U.S. international school in Venezuela, and served as a Pastor on a church staff for over a decade. A common thread running through each of these unique roles is his ability to assess complex situations, develop high-quality solutions and guide individuals and organizations in a positive direction.

Brian graduated from the U.S. Naval Academy with a BS in Computer Science and is a CERTIFIED FINANCIAL PLANNER™.

He and his wife live in San Rafael with their three sons.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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