Saor Financial, based in the Bay Area and spanning six states, is a client-centric firm prioritizing clients' interests and holistic financial well-being. Our focus offers security, peace of mind, and the goal of financial freedom, or "saoirse."
We excel at educating clients about financial options, enabling informed decisions. With personalized advice, we address unique circumstances, catering to diverse clientele - professionals, business owners, pre/post-retirees. Whether investing for growth or asset protection, we guide your financial journey.
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Strategy experience and analytical expertise combine to enable decision making
Linking corporate strategy, financial strategy, transactions and a capital markets
A cross-functional effort to alter the financial, operational and strategic trajectory
Portfolio management is the art and science of making your savings and investments work to achieve your long-term goals.
Good retirement planning involves careful consideration and preparation to ensure a financially secure and comfortable retirement.
College gets more expensive every year. We’ll help you plan and save for your children’s or grandchildren’s future. 529s or VULs to save,
Whether you're seeking life insurance to ensure your family's well-being, mortgage protection to safeguard your home,
As a small business owner, you may be consumed with managing, growing and running the business, leaving little time for financials.
From equity in a tiny start up all the way up to RSUs for a multinational, Saor is here to advise your decisions on company stock..
