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
  • Retirement Planning and Retirement Planning Income Distribution
  • Cash Flow Analysis
  • Strategic Planning for Employee Stock Options, Restricted Stock, RSU’s and other forms of Equity Compensation
  • Analysis of Risk Management (Personal and Property and Casualty Insurance)
  • Analysis of Employee Benefits
  • Estate Planning Strategies (We do not prepare estate planning documents)
  • Planning for Home Purchase
  • Saving for College

ADV: SAS Financial Advisors - ADV Part 2A & B Brochure

Privacy Policy: SAS Privacy Policy

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