Brian Sak Location
- Houston, TX, US
Brian Sak Work
- 2011 - now Managing Partner @
- 2007 - 2010 Divisonal Vice President @
- 2003 - 2007 Financial Advisor @
Brian Sak Education
- The American College of Financial Services
Chartered Life Underwriter and Chartered Financial Consultant (CLU®, ChFC®)
2010 - 2011 - Rice University
Certified Financial Planner® (CFP®)
2009 - 2010 - Texas A&M University
Bachelor of Science (Business Psychology)
1999 - 2003
Brian Sak Skills
- Estate Planning
- Financial Advisory
- FINRA
- Securities
- Investments
- Finance
- Retirement
- Investment Advisory
- Insurance
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
Brian Sak Summary
- Brian Sak, based in Houston, TX, US, is currently a Managing Partner at Granite Harbor Advisors. Brian Sak brings experience from previous roles at AXA Advisors. Brian Sak holds a 2010 - 2011 Chartered Life Underwriter and Chartered Financial Consultant in CLU®, ChFC® @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Financial Advisory, FINRA, Securities, Investments and more. Brian Sak has 5 emails and 4 mobile phone numbers on RocketReach.
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