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.