SAS Financial Advisors, LLC is a Registered Investment Advisory firm based in San Francisco, CA.  We are fee-only (i.e. no commissions) and provide both investment management and financial planning services.  

Specific services we provide include, but are not limited, to:

  • Investment Management for Individuals and Trusts (including ESG)
  • Retirement Planning and Retirement Planning Income Distribution
  • Cash Flow Analysis
  • Strategic Planning for Employee Stock Options, Restricted Stock, RSUs, and other forms of Equity Compensation
  • Analysis of Risk Management (Personal and Property and Casualty Insurance)
  • Analysis of Employee Benefits
  • Estate Planning Basics (We do not prepare estate planning documents)
  • Planning for Home Purchase, Mortgage, and Debt Management
  • Saving for College
  • Social Security and Medicare strategy analysis
  • Tax Implications (Intergenerational, Charitable, and lump sum event windfalls)

Click here for SAS firm disclosures