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personal CFO

overland park, ks


Brian Sarff joined intellicents in 2024 to head up their Personal CFO department in the Kansas City area.  Brian’s job is to look after his clients’ dreams by solving complicated financial world problems, mitigating taxes, protecting his client’s assets, reducing their financial risk, building plans for transferring wealth to the next generation, and magnifying charitable gifts. He also assists business owner clients in decisions to keep or sell their businesses with succession and exit planning strategies that align with their future dreams.

Brian has worked with hundreds of couples to help them successfully retire, transition their companies to their family, and sell their companies to an outside third-party.  Solving large, complex problems in an optimal way and being able to explain it in down-to-earth terms has been his lifelong pursuit.  He has actively hosted hundreds of public workshops, a talk radio show on 980 KMBZ for almost 10 years, and podcasts with the hope of inspiring people to learn from his experiences.

Sarff has been in the financial industry for over 20 years, but that’s not the only area he has exceled in. He worked in the automotive industry as an Operations Manager for Lear Corporation, travelling to multiple locations to consult on supply problems and being on a close-knit team where he successfully resolved each plant’s issue. And before that, Brian worked for General Electric.

Prior to joining intellicents, Brian “shifted gears” and founded True Wealth & Company with the goal of “making work optional” for his wealth management clients.  And in 2024, True Wealth merged with intellicents to evolve their wealth management services and their clients’ financial future even further.

education & certifications

Brian graduated from the University of Missouri with a B.S. + B.A. in Marketing

Brian holds the following designations and has previously passed securities exams:

  • Certified Financial Planner® (CFP)

my idea of

living the dream

- FOCUS/VISION: To live an amazing life of significance with my family. To leave a ripple effect that will be felt for generations through the entrepreneurs we serve.

- PURPOSE/WHY?: To become the best version of myself and share that person with the world.

- I want to be a collector of great stories, lead with my values, and show the clients we work with what we stand for.

dream job

this is my

- Mark Twain said it best “You have two lives. And the second one begins once you realize you only have one.” The job I’m in now is my life’s purpose. Working in collaboration with my clients to help them pursue their dreams. To make those dreams a reality through thoughtful planning and dedicated follow-through.

- Working closely with the team of professionals in my network that I have the honor and privilege to work with each and every day.

this is how i

make it real

As empty nesters, my wife Laura and I are big travelers. I’ve sat across the table from hundreds of families capturing a list of the best places to travel and now we are going after that list. Last year it was Italy and this year it’s London, Paris, and Barcelona. Who knows what’s next! You’ll also find us hanging out in our fantastic backyard with our three college-age daughters, our three dogs, and our wonderful group of friends. Plus, cheering on the Kansas City Chiefs at every chance we get – let’s make it a three-peat!

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