Amar Saati, CFP® has been serving the financial needs of corporations and individuals for more than 18 years. From comprehensive financial planning to portfolio management, Amar’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
By establishing deep and valued relationships with you, Amar is able to gain a comprehensive understanding of your needs and goals. As your life and needs evolve, so will your vision for the future and appetite for risk. Amar will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Amar’s planning process is designed to help you meet current financial needs while working toward future goals; develop an action map to retire comfortably; protect your family from financial blind spots; mitigate tax liabilities; successfully address estate concerns; maximize company benefit plan options; and structure portfolio strategies that seek attractive risk-adjusted returns.
Originally from Maryland, Amar graduated from the University of Houston (Main Campus) as the valedictorian equivalent with a BA in Mathematics and Economics minor. Amar earned the CERTIFIED FINANCIAL PLANNER ™ professional certification from Rice University. Prior to joining Raymond James in 2015, Amar spent almost 15 years working for energy trading companies, utilities and commodity trading advisors. Amar is a veteran of the United States Air Force and enjoys spending time on his yoga mat and surfboard when away from the office.