Focus Financial Partners Inc
Saj Simon began working at Deloitte & Touche in 2002 as an Auditor, where they stayed until 2007. In 2007, they joined Focus Financial as the Senior Vice President of Finance, a position they currently hold.
Saj Simon attended Northeastern University from 1997 to 2002, where they obtained a Bachelor's degree in Accounting/MIS and a BS degree in Accounting and MIS.
Focus Financial Partners Inc
Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.