BRIAN E. SACKS, AIF, CFP

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Brian E. Sacks is a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF) based in Houston, Texas. He provides comprehensive financial consulting services, focusing on investment and insurance strategies tailored to each client's unique goals and risk tolerance. Brian employs an in-depth discovery process to understand the specific financial situations of high net worth individuals, families, corporate executives, and businesses. His practice emphasizes asset growth and protection, leveraging the resources available at Oppenheimer to address complex financial challenges.

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