About

From affluent to ultra high net worth you need a team who understands your family dynamics and works to uncover solutions to address your unique needs.

Families & Individuals

Families & Individuals

Executives & Professionals

Executives & Professionals

Business Owners

Business Owners

Meet Our Team

Robert L. Saak

Senior Financial Advisor
Senior Vice President - Investments

From the business school and rugby field at The University of Iowa to Hermosa Beach, Robert knew what he wanted.  As a Senior Financial Advisor, Robert is dedicated to wealth management and building teams to help clients develop and implement strategies to build wealth and enjoy what is important to them.

Robert holds a Bachelor of Business Administration degree in Finance from the University of Iowa.  He began his career in wealth management in 1993 at Morgan Stanley.  Prior to joining Wells Fargo Advisors, he was a Senior Vice President at Merrill Lynch Wealth Management. 

Away from the office, Robert spends his free time riding his bike, playing golf and tennis near his home in Redondo Beach. In addition, Robert is also active in the community through the Wells Fargo Advisors Volunteers Program.

CA Insurance License #0B42185. Resident State: CA

Alexander R. Saak

Financial Advisor

Alexander Saak was born and raised in Redondo Beach, California. From playing football to running a social media agency, Alexander Saak has always been driven by his passions. He was an athlete at Redondo Union High School, where he played on the varsity team for four years. He also launched his own business, which he successfully sold after his acceptance to Kelley Business School at Indiana University. There, he earned a degree in Finance and Business Analytics, honing his skills for his future career. After graduating, he returned to his hometown of Redondo Beach, California, to work with his father in wealth management. He loves playing pickleball and challenging himself to try new things. With a solid foundation in finance from his parents, he is eager to learn and grow in his profession.

CA Insurance License #4292387. Resident State: CA