Elias Saade was born and raised in Southern California, finding an interest in the stock market and investments at a young age. He specializes in constructing risk-managed portfolios that adapt to constantly changing market conditions and align with clients’ financial goals. As a CFP Professional, Elias works with high-net-worth individuals and business owners, providing them with personal asset management, retirement income planning, and employer-sponsored plan services. Beyond his CFP certification, Elias is also a Million Dollar Round Table Member and retains his Series 7 and 66 FINRA registrations. He has worked at Cetera Investors for 7 years after receiving his Bachelor’s degree in Economics with a concentration in Finance from the University of California, Riverside.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.