Saad Bajwa

Financial Planning Associate

About Saad

Saad is committed to delivering quality service for our clients. As a Financial Planning Associate at Summitry, he collaborates with the firm’s financial advisors to help ensure that we deliver the best possible service to our clients. Saad’s favorite aspect of his job is forming deep interpersonal relationships with clients and co-workers.

Saad previously interned with Summitry in 2017. His main role was to assist financial advisors in daily tasks and address client needs. He graduated from Virginia Tech in December 2017 and earned his Bachelor of Science in Finance with a specific concentration in financial planning. He is currently working towards earning his Certified Financial Planner™ designation.

Prior to attending Virginia Tech, Saad spent his free time doing volunteer work in the Washington D.C. area. Saad currently resides in San Francisco and likes to be active; he enjoys running triathlons and hopes to compete in his first Ironman distance triathlon this summer. Saad also enjoys spending quality time with family including a Bichon Yorkie named Bam Bam and a Tabby cat named Simba. He also enjoys maintaining a connection with his college and is an active member of the Bay Area chapter of the Virginia Tech Alumni Association.

Q & A

  • What drew you to the Bay Area?

    As a college student studying financial planning I was looking for the opportunity to learn from a diverse group of individuals. One of my college professors had met the Golub Group team at an industry conference and suggested the Wealth Management Internship role to me. I quickly jumped on the opportunity to join the Golub Group family and consequently moved to the best part of the country!
  • Discuss a personal accomplishment that you’re particularly proud of.

    The most treasured aspect of my life is my family. Although it is more of a continuous process than an accomplishment, I am most proud of the relationships I have as a son, brother, and parent (to two cats and a puppy).
  • If you volunteer for a charity, which one(s) and why?

    A local organization that I love to volunteer for is Community Music Center. I played violin in my youth and that experience allowed me to appreciate and understand the world around me in a completely different way. One of the core values of Community Music Center is equitable access to music education regardless of background and I think they make a real difference in our community.
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Advisor Group Manager