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ABOUT US

SA Financial provides sophisticated wealth management services that allow accomplished individuals and their families to meet their financial goals and objectives. We focus on managing risk and protecting our clients from large losses, which may take years to recoup.

Our strong relationships with the best money managers in the world allow us to successfully navigate the financial markets and real estate trends. We partner with the top subject matter experts and take a comprehensive approach to managing our client’s investments

Client Profile

Dr. Smith Business Owner
Dr. Smith runs a successful medical practice. 20+ years experience in her profession. Has made wise decisions with her business that has allowed her to buy her own medical building, invest in real estate.
Net Worth 10+ Million
Geographic Silicon Beach Area of Los Angeles
Characteristics

  • Self-Made
  • Good Decision Maker
  • Takes Calculated Risk
  • Delegates areas she’s not an expert to trusted advisors
  • Has a good understanding of the financial markets
Dr. Molin – Business Owner
Dr. Molin runs a successful medical practice. 20+ years experience in her profession. Has made wise decisions with her business that has allowed her to buy her own medical building, invest in real estate
Net Worth 10+ Million
Geographic Silicon Beach Area of Los Angeles
Characteristics

  • Self-Made
  • Good Decision Maker
  • Takes Calculated Risk
  • Delegates areas she’s not an expert to trusted advisors
  • Has a good understanding of the financial markets
Jerry Jones – Millionaire Next Door
Jerry Jones has a 30+ year career as a successful real estate investor. He currently owns apartment buildings and single family residences. Jerry enjoys being invested in the financial markets to diversify his portfolio.
Net Worth 5+million
Geographic: South Bay area of Los Angeles
Characteristics

  • Spends less than he earns
  • High income earner
  • Great at selecting and seizing opportunity
  • Did not inherit his wealth
  • Financial independence is more important that displaying high status
Bill Bachrach – Entrepreneur
Bill runs a successful consulting firm that has helped thousands of individuals achieve their professional goals. He is constantly innovating his products and services to the marketplace.
Net Worth 2+million
Geographic: Orange County area of Southern California
Characteristics

  • Self-Made
  • Committed to doing the work necessary to produce their desired results
  • Coachable
  • Will be an engaged client