Home
Mr. Sachs caters to the needs of affluent and ultra affluent clients, their families, and businesses as part of a long-term consultative approach to help them achieve their investment, financial planning and charitable goals.
He is a frequent guest commentator on the Nightly Business Report, and has addressed many National and South Florida organizations with regard to charitable giving techniques.
He serves on the board of the Estate Planning Council of Greater Miami, the Financial Planning Association of Miami-Dade and the American Committee for the Weizmann Institute of Science. He is a Professional Advisory Council member for the Greater Miami Jewish Federation, United Way, and University of Miami.
Mr. Sachs is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Analyst and has earned a Master’s of Business Administration with honors from Florida International University. test