Our Team

Vanessa L. Savage


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.


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. TR# 3114813 DOFU 06/2020


Follow Vanessa on social media:


Check the background of this investment professional on FINRA BrokerCheck