Granite Harbor Advisors
Brian W. Sak, CFP®, CLU®, ChFC® is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as Managing Partner at Granite Harbor Advisors since January 2011, Brian specializes in comprehensive financial advisory services, acting as the Chief Financial Officer for families and enhancing their financial well-being. Prior to this role, Brian held positions as Divisional Vice President and Financial Advisor at AXA Advisors from December 2003 to December 2010. Brian completed a Bachelor of Science in Business Psychology at Texas A&M University and furthered education with certifications from Rice University and The American College of Financial Services, achieving CFP®, CLU®, and ChFC® designations.
This person is not in any teams
Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand what they want and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.