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Brian Francis

CFP®, QPFC, MBA

FINANCIAL ADVISOR

Brian brings an entrepreneurial spirit and multi-disciplinary background comprised of financial planning, residential real estate, and hospitality to Infinitas. Brian received his Bachelor of Arts degree from the University of Missouri, specializing in business, psychology, and computer science. In 2013, Brian earned a Master of Business Administration from Northwest Missouri State University. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified Plan Financial Consultant.

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Brian was born into family of carpenters and engineers. Brian attributes much of his success as a financial advisor to the mentality that one develops as a carpenter: “Measure twice, cut once.” Brian insists on reviewing every last detail, “measuring twice,” before implementing a financial plan. As such, real estate investments were a natural fit for Brian and has become a favorite hobby. He is well-versed in strategies that allow investors to defer potential capital gains and depreciation recapture taxes associated with their real estate investments, providing clients with another tool beyond traditional investments.

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Brian and his wife, Monica, enjoy living here in Kansas City. They love spending time at the golf course and renovating their Olathe, KS home. They share a passion for travel and have been fortunate enough to visit Europe, Vietnam, Hawaii, and the Caribbean. Brian is also enthusiastic about cooking, astronomy, and physics. He plans to pursue a Ph.D. in yet another interest, economics, as soon as possible.

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CFP® Board Code of Ethics and Standards of Conduct

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

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