Advisors
To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck. http://brokercheck.finra.org
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
Hunter Otjen is a Financial Paraplanner Qualified Professional, (FPQP). He received his credential from Kaplan in August of 2024. He is the focal point at Intrepid to help develop and implement financial plans for clients.
After graduating with a degree in Finance from Point Loma Nazarene University, Hunter knew he was destined to embark on a Financial Planning Career. In addition to earning his Finance degree, Hunter also played baseball at Point Loma where he was a key part in helping the team make two World Series appearances.
In his spare time, Hunter enjoys taking friends and family fishing on his boat and getting out on the golf course.
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!