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Robert Saak, Senior Financial Advisor, Senior Vice President-Investments
Alexander Saak, Financial Advisor

A Disciplined Approach to Wealth Management

A Disciplined Approach to Wealth Management

Located in Hermosa Beach, CA.  As a father-son team we bring decades of experience combined and a fresh academic perspective.  We provide objective and timely financial advice and guidance to help clients build and preserve wealth.

 
We help families achieve their financial goals by assessing and understanding their assets, liabilities, and family dynamics to create a personalized financial plan. Our mission is to build a team of experts who can simplify your life so you can focus on what's most important to you.

Meet Our Team

Services

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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The LifeSync® Experience

The LifeSync® experience helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you.

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Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

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Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy.

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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