SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes. 

Led by MIT-trained PhDs in mathematics, engineering, and data science, our team brings over 20 years of experience applying quantitative finance, applied analytics, and robust optimization to real-world challenges across finance, healthcare, and transportation systems. Now, we’re on a mission to democratize financial planning—making high-quality, affordable financial advice accessible to everyone.

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https://www.savvifi.com/files/SF_Disclosure_LinkedIn.pdf

SAVVI Financial LLC ("SAVVI") is an investment advisor registered with the U.S. Securities and Exchange Commission. SAVVI does not guarantee investment results and past performance is no guarantee of future performance. Information on this site is provided for educational purposes and does not constitute investment advice, which is only provided to registered users who have a valid Investment Advisory Agreement in place with SAVVI. No information on this site should be construed as an offer to buy or sell any security or insurance product.

© 2026 SAVVI Financial LLC

SAVVI Financial

This office likely focuses on strategic partnerships and relationship management within the retirement sector.

465 Waverley Oaks Rd

Steve Kokkotos

This department focuses on designing, developing, and maintaining software applications and systems.

Software Development

This department focuses on analyzing and interpreting complex data to drive informed decision-making.

Data Science

This department focuses on driving marketing strategies and innovation initiatives to optimize brand presence and engagement.

Marketing Operations

This department is responsible for driving revenue growth through the management of sales strategies and customer relationships.

SAVVI Financial

Org chart

Teams

Software Development

Data Science

Marketing Operations

Sales Division

Offices

SAVVI Financial

Org chart

Teams

Software Development

Data Science

Marketing Operations

Sales Division

Offices

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