About Us

The professionals at SA Financial Solutions, LLC have over 45 years of experience in the financial services industry, all in San Antonio. Designations earned include the Chartered Financial Consultant (ChFC™)* and the Charted Life Underwriter (CLU™)**, both from the American College. These designations encompass mastery of comprehensive financial planning as well as risk management. We are true financial planners that have a fiduciary duty to our client, and always work in our client’s best interest. As a Registered Investment Advisor we are able to offer unbiased, independent advice.

Mission Statement

“To inspire our clients to take a proactive approach to true wealth management through experiencing a real relationship with a financial firm unlike anything they have ever had before, whereby they receive the best, unbiased counsel and unparalleled customer service.”