Brian W. Sak, CFP®, CLU®, ChFC® in

Brian W. Sak, CFP®, CLU®, ChFC®

Examiner · DISC type cs
Managing Partner at Granite Harbor Advisors
📍 Houston, Texas, United States

Brian Sak is the Managing Partner at Granite Harbor Advisors, focusing on holistic wealth management for successful families. With CFP®, CLU®, and ChFC® designations, he leverages his expertise from Texas A&M and Rice University to serve as a comprehensive financial advisor, simplifying complex financial pictures for his clients.

Outside of work, Brian resides in Houston with his wife, Lauren, and their three children. He is a family-oriented individual who enjoys traveling and is also an avid golfer, dedicating his personal time to these passions.

He has recorded podcasts with trusted colleagues, sharing financial insights built on over a decade of strong professional relationships.

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Experience
21 Years
Current Role
Managing Partner
Location
Houston, Texas, United States
Personality Overview

How Brian shows up

Unexpressive
Status Quo Seeker
Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Priorities

Topics Brian cares about

Holistic Financial Planning
His firm's philosophy is to act as the "family's Chief Financial Officer, " organizing and optimizing a client's entire financial picture.
Tax Reduction Strategies
He actively discusses tax-saving opportunities like Section 199A with clients to help them optimize their financial situations.
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Career

Work history

1-2011
Managing Partner
Granite Harbor Advisors
5-2007 - 12-2010
Divisonal Vice President
AXA Advisors
12-2003 - 5-2007
Financial Advisor
AXA Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
Bachelor of Science
Texas A&M University
2009 - 2010
Certified Financial Planner®
Rice University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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