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      SAS Financial Advisors

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      Financial Planning Consultants

      2900 Gordon Ave Ste 102, Santa Clara, CA 95051

      650-366-4420

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      DETAILS
      General Info
      Comprehensive financial planning is an ongoing process that rewards persistence and follow-through. Whether you are just beginning or have acquired significant assets, our planners will help you clarify your long-term financial goals and carry them out. As an individual and family member, you may want to discuss larger life expectations such as achieving financial independence or paying for your children's college education. For your business, you may want to explore business development, expansion, and succession. Whatever your objectives, you can tap into both our extensive in-house experience as well as a circle of professional support that includes CPAs, attorneys and real estate professionals. You participate in an in-depth discussion of your objectives as SAS gathers your financial information to clarify and define your goals. You review the resulting financial plan and discuss it with SAS planners for implementation. Then your plan's performance is rigorously reviewed by the planner who suggests modifications needed to keep you aligned with your target objectives. You are steered through market volatility, unforeseen market changes, and life changes while SAS keeps your needs, risk sensitivity and dreams in mind. You are informed and empowered in a collaborative process through the coaching and consultation that SAS provides - keeping you on track towards your goals.
      Extra Phones

      Fax: 650-745-1086

      TollFree: 800-431-1944

      Hours
      Regular Hours
      Mon - Fri:
      Category
      Financial Planning Consultants
      Neighborhood
      East Murphy
      Associations
      MBA Certified Investment Management Analyst (CIMA) Certified Financial Planner (CFP)
      AKA

      SAS Financial Advisors

      Other Links

      http://www.abg.net

      http://www.sasadvisors.com

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.