Brian Schaefer is founder and principal of 401K Ventures in Palo Alto, California. 401K Ventures 
is an independent investment education and consulting firm that advises on plan investments and provides educational programs to help employees improve their investment returns. 
He has appeared in articles on 401(k) plans in 
the New York Times, The Wall Street Journal, Institutional Investor, Forbes and Time, among 
many others. 

Prior to forming 401K Ventures in 1992, he 
spent 14 years as a vice president and portfolio manager with the global investment management firm, Bailard Biehl & Kaiser (now Bailard) in San Mateo, California, where he managed the investments of individuals of wealth and institutional clients. 

In addition to his work with BB&K, Mr. Schaefer was a co-founder and former director and CFO 
of Burlingame Bancorp, the holding company for the Burlingame Bank & Trust in Burlingame, CA. 

He is a graduate of the University of California at Berkeley. 
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