SAS Financial Advisors, LLC logo

SAS Financial Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

SAS Financial Advisors, LLC is a boutique financial services firm providing investment management alongside comprehensive financial planning. It operates on a fee-only basis, avoiding commissions from insurance or investment products and refrains from accepting payments tied to product sales or third-party vendors. As fiduciaries, the firm is required to act in the client's best interest and has no financial stake in its recommendations; the company is based in San Francisco, California.

The firm emphasizes considering the total financial picture rather than portfolio design alone, integrating risk tolerance and life goals into a planning process. By prioritizing a structured financial planning approach, it aims to help clients make informed personal-finance decisions that support their life objectives. In the context of the financial services industry, SAS Financial Advisors operates as a small practice focused on individual client needs.

Find SAS Financial Advisors, LLC employees' phone numbers or email addresses

SAS Financial Advisors, LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Asia
1

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  • Nepal
    1

SAS Financial Advisors, LLC's Leadership

  • Stylized image of a person
    M. R.
    Financial Planner

SAS Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Accounting
  • Other

Contact profiles from SAS Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. R.
    Financial Planner
    Jan 29, 2024

Frequently Asked Questions

What is SAS Financial Advisors, LLC known for?

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SAS Financial Advisors, LLC operates in the Financial Services industry. Explore SAS Financial Advisors, LLC's company overview page for more information.

What is SAS Financial Advisors, LLC's most common email format?

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SAS Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SAS Financial Advisors, LLC email formats with LeadIQ.

How many employees does SAS Financial Advisors, LLC have currently?

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SAS Financial Advisors, LLC has approximately 6 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are SAS Financial Advisors, LLC's key employees and leadership?

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As of July 2026, SAS Financial Advisors, LLC's key employees include:

  • Financial Planner: M. R.

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