Professional

Richard Saka joined Northwestern Mutual in 2002 and has achieved what some Financial Representatives work to achieve over an entire career.

- Top 20 Financial Advisor in the country 7 times. In 2020, he finished as the #4 NM Financial Advisor in the country.

- Star Club for the last 17 years

- Top 10 Financial Advisor in the Southern Region

- Million Dollar Round Table Qualifier

- Best year ever for 8 years

He has devoted his entire career to strategic planning and financial guidance, focusing on building long term relationships based on integrity, knowledge, and commitment and to help motivate his clients to do the best.

 

UNIQUE VALUE

1. What do we do?

We deliver holistic financial plans to ensure that our clients have long term financial security. This creates confidence and peace of mind to our clients.

2. How do we do it?

Initially, we do in depth fact finding followed by understanding our client's goals and objectives. We then focus to understand their personality and thought process so we can go to the drawing board to create customized solutions to cover their goals and objectives that suits their needs.

3. Whom do we do it for?

We work with a large variety of clients mainly business owners, doctors and high level executives.

4. Why are we excited about our firm? Why do we do what we do?

We are a growth minded team that is always focused on getting better for our clients. This growth mindset has helped us grow year over year over the past 19 years. We get excited about creating efficiency and value to our clients.

5. What makes us different?

The way we think! Outside the box thinking. We believe in educating our clients. We have a way of breaking down difficult concepts into a more simplified and understandable way because we feel clients can make decisions once they understand it. Also, in the future, they will be able to detect when to ask questions.

6. What words do we want people to use when referring to our firm?

Value added and top notch.

 

Years of Experience

Representing Northwestern Mutual since 2002.

Education

Degree Major Institution
B.B.A. Business Administration Florida International University

Richard L. Saka, BBA
Financial Advisor


Saka Wealth Management Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck