Brian Schafer

With over a decade of experience in financial advising and a diverse career that spans the U.S. Marine Corps and law enforcement, Brian Schafer brings a unique perspective to financial planning. His passion for investing started early, learning the fundamentals from his uncle Jim and high school English teacher, Mr. Kirk. This foundation set the stage for his mission: to empower individuals and families to take control of their financial futures. For Brian, financial planning is not just about accumulating wealth—it’s about living the life clients have worked so hard for.

After serving in the Marine Corps and earning a Bachelor of Science in Psychology from Washington State University, Brian spent six years as a police officer with the Bellevue Police Department. It was during this time that he truly began to appreciate the importance of clear, thoughtful decision-making under pressure—skills that have proved invaluable in his work as a financial advisor.

Brian’s journey into financial advising began with a large advisory firm, where he quickly realized the challenges of a rigid, one-size-fits-all approach. While he valued the experience, he wanted to offer something more flexible, personalized, and inclusive—especially for clients seeking a broader range of investment options. This led him to join Columbia Advisory Partners, where he focuses on providing higher-net-worth clients with access to diverse investment strategies, including private equity, real estate, venture capital, crypto, and expanded access to public markets. He also guides clients in areas such as estate planning, insurance, tax strategies, and retirement cash flow analysis, with the goal of ensuring a secure and fulfilling financial future.

Brian believes in a tailored approach to financial advising, blending careful planning with the flexibility to adapt as goals evolve. His mission is not just to help clients save for retirement but to encourage them to use their wealth in ways that enhance their lives and align with their values. He finds immense satisfaction in watching clients who were once hesitant to spend, finally experience the joy of living their dreams, whether it’s traveling the world, pursuing a passion project, or simply enjoying peace of mind.

Brian lives in Nine Mile Falls, WA, with his wife and daughter, and they are excited to welcome another baby girl in August. His commitment to helping clients is grounded in a deep belief that financial freedom is about more than just money—it’s about living life to the fullest.