Our Team

Vanessa L. Savage

CFP®

Director, Financial Advisor

Vanessa is motivated by helping her clients achieve their financial goals.  Her greatest satisfaction comes from transforming the seemingly complex world of finance into a straightforward financial road map resulting  in her clients’ well-being and financial stability.  Vanessa helps individuals and families in the areas of retirement funding, investment management, risk management, and estate planning.

 

She also believes in a financial planning process where in-depth analysis precedes any recommendations.  As part of her services, Vanessa believes it is critical to monitor the client to stay abreast of their ever-changing lives in order to help them make wise financial decisions.

 

Vanessa holds a bachelor’s degree in Business Economics from the University of California, Santa Barbara. Vanessa, her husband Steven, and their three boys, Brody, Drew, and Vincent reside in Danville, CA.

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Vanessa holds a CA Insurance Lic.#0E64884, and Series 7 and 66 securities registrations. She is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. Member FINRA/SIPC. TR# 1234421. DOFU 06/2015.

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