Don Saulic

CAP® i

Professional Profile

About me (self-reported)

Don serves in the private wealth management and family office practice, advising clients on comprehensive strategies to achieve their long-term, multigenerational goals. His strategies include investment management, estate and tax planning, retirement and financial planning, risk management, real estate, lifestyle management, and charitable planning.

Don is a licensed Certified Public Accountant, Certified Financial Planner®, and Chartered Advisor in Philanthropy®.

Address 520 Newport Center Dr
Newport Beach, CA 92660

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My Expertise Philanthropic & Estate Planning Designations Held

CAP® i

Minimum Assets $1,000,000 - $1,999,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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