Emad Saad

Emad has been in the financial industry since 1995, specializing in providing solutions to the challenges of high-net-worth families and business owners. He has put his unique and personal approach on the financial planning industry by meaningfully putting people and service first and using financial planning to tailor solutions to life goals. As a Certified Financial Planner, he incorporates specialization in the areas of tax and portfolio risk management for families and their businesses, while ensuring the estate strategy is built and preserved.

Although it was never his goal, he has been privileged to be the recipient of numerous awards of the highest standard, including the inaugural Raymond Massa Distinction award for excellence in advising, the Gold Medalist Award, which is granted to one consultant who exemplifies the meaning of gold level service, as well as numerous other accolades both at his previous firm and the industry at large. He was a leading force and consistently achieved top-tier consulting status at the firm for 18 of the last 21 years.

He and his wife and business partner, Ann, have been blessed with two sons, Toby and Nate. As a family, they enjoy travelling, and in particular, leading youth groups on Africa Coptic Mission humanitarian trips. Emad’s involvement in the community focuses on youth, whether through coaching sports teams, mentoring and outreach, to organizing regular activities, with the goal of building up youth to reach their full potential. His passion for people is the hallmark of all he does, both professionally and personally.