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Brandon Cass is the President and Founder of Intrepid Wealth Management located in Carlsbad, California. He serves as Financial Advisor to individuals, families and business owners. He is a Certified Wealth Strategist (CWS) and holds the Series 7, 66 and 24 securities licenses. 

Brandon is passionate about making an impact in people’s lives. He is dedicated to helping clients on their financial journey to experience financial peace. Brandon started as a Financial Advisor in 2005 with one of the largest independent investment firms in the western U.S. Brandon strives to inspire others to identify what is most important to them in their life and to stay courageous on their journey. 

Brandon was born and raised in Pasadena, CA. He came to San Diego for college where he obtained his B.A. from San Diego State University. He and his wife Meghan have three boys; Dylan, Ryder and Maverick. He enjoys quality time with his family, golf, basketball and coaching sports.  

CA Insurance Lic. #0E80823

Meghan Cass is the Director of Marketing and Client Events at Intrepid Wealth Management. She enjoys bringing people together and creating memorable client experiences. 

Prior to joining the team, Meghan was a licensed esthetician. Providing care and hospitality comes naturally to her. Her organizational skills and attention to detail are greatly appreciated at the firm. 

Meghan is the proud mother of three boys; Dylan, Ryder and Maverick. When she gets a break, she enjoys running, tennis and dance. She enjoys cooking and is constantly creating new healthy recipes for her family!

Pat Posada is the Compliance Director at Intrepid Wealth Management. With over 35 years of experience in financial services, she is an accomplished professional handling all supervisory responsibilities at the firm. 

Pat got started with Dean Witter in 1983 and holds the Series 4,7,8,9,24,63,65 and 99 licenses. She has been a Certified Regulatory Compliance Professional (CRCP) as designated by FINRA and the Wharton School since 2000. She has several industry associations including the National Society of Compliance Professionals (NSCP) where she has been a featured speaker at regional and national conferences. 

Pat continues to make great contributions to our industry and she is a blessing to have at Intrepid Wealth Management. She enjoys spending her free time with her granddaughter and family in San Diego.