Many people find financial security elusive due to issues such as rising living costs, stagnant wages, and an increasingly complex financial landscape. With limited access to wealth-building opportunities and a lack of financial literacy, managing debt, investments, and long-term savings can feel overwhelming. However, Brian Bartfeld aims to change that by helping clients navigate financial challenges and achieve security through personalized strategies.
Raised in San Francisco, Brian grew up learning hard work and entrepreneurship from his father, who built one of the top construction supply companies in the Bay Area. Working alongside him, Brian absorbed values like loyalty, honesty, and doing things right.
But life took a turn in 2020 when a fire destroyed the family business. At the time, Brian was living paycheck to paycheck, struggling with the high cost of living in the Bay Area. It was this experience that led him to explore quick ways to make money while searching for something new to be passionate about. And given his love for math and numbers, along with his passion for helping people, the transition into the financial services industry was a natural fit. Brian found fulfillment in guiding others to achieve financial security and peace of mind.
Through his partnership with Xtreme 1 Financial, Brian focuses on eliminating risks, fees, and taxes (ERFT), ensuring his clients’ money is working for them — not against them. But beyond the numbers and strategies, Brian excels at listening to clients, understanding their needs, and tailoring financial solutions to meet their unique goals. His expertise lies in simplifying a confusing financial system and helping clients protect their wealth.
“I’m not here to push products or offer generic advice,” Brian says. “Every person’s financial journey is different, and my job is to guide them in a way that works for them.”
Brian’s story isn’t just about his resilience. It is also about a relentless commitment to helping people achieve financial freedom. He’s turned the lessons from his life into tools for helping others. Brian’s client-centric approach ensures he deeply understands and addresses each individual’s financial concerns.
Imagine being able to retire without worrying about whether you have enough. Imagine knowing that your financial plan isn’t full of hidden fees or taxes that eat away at your hard-earned money. Brian aims to provide clarity and structure to his clients’ retirement plans, helping them feel secure about their financial future.
One of Brian’s clients shared, “We didn’t think we could recover from past financial mistakes, but Brian showed us a way forward. Now we feel secure about our future.” In another case, a client who sought Brian’s advice four years ago not only created a financial plan for himself but also for his wife. Recently, he was able to leverage the assets that had grown tax-free inside his plan to fund other investments.
Brian is passionate about empowering his clients. He’s not satisfied with just being “good” at what he does. He wants to be the best. His goal is simple: to ensure every client he works with feels confident about their financial future. Working with Brian feels like a collaborative partnership where clients benefit from his genuine commitment to their financial success.
“Success for me is about how many lives I can impact,” Brian explains. “It’s about helping people build a future they can be proud of.”
Guided by values learned from his father and mentor, Danny Singson, Brian emphasizes minimizing financial risks, fees, and taxes in his work. He continues to prioritize doing things the right way — something that sets him apart from many in the industry.
