SAS Financial Advisors

read moreWe are a boutique practice, with a focus on your needs and goals. We provide investment management and financial planning services. What sets us apart from many firms is that we are fee-only. We do not earn commissions from insurance or investment products, nor do we accept any payments for sale of products or payments from third party vendors. As fiduciaries we are required to act in your best interest. Therefore, we have no financial stake in our recommendations to you. Furthermore, we understand that your financial success comes not just from a carefully constructed investment portfolio tailored to your risk tolerance and goals.

read moreSAS Financial Advisors, LLC is a Registered Investment Advisory firm based in San Francisco, CA. We are fee-only i.e.

read moreMy passion is helping individuals and couples gain mastery over monitoring and increasing their net worth in order to reach their financial goals. From optimizing spending, career management and stock option guidance, to executing on smart investment options, I enjoy being a part of discovering comfort and freedom in our clients' personal financial lives. I have over 20 years experience in financial services. In addition to completing the executive certificate in personal financial planning program at UC Berkeley extension and passing the exam to practice as a Certified Financial Planner ™ I have a M.Ed. in counseling.