Geoff Saab, CPA, CA, CFA, CFP, TEP

Author of the 2022 bestseller "Low Risk Rules: A Wealth Preservation Manifesto," wealth manager Geoff Saab has held various positions in tax, estate planning and insurance, in addition to over a decade of experience working within a single-family office, advocating directly on behalf of his clients. Geoff currently serves clients as a portfolio manager with Doherty & Associates Investment Counsel. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn't work) for clients.