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Financial Planning |
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Financial Planning |
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Sapphire Wealth Advisory Group offers financial advice for every need, including financial planning, investment management, college planning, special needs planning, risk management, and philanthropy management. Mr. Safier works side by side with businesses and individuals to provide resources and customized financial plans to fit every need. |
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Mr. Safier specializes in working closely with emerging professionals in helping them create and implement customized financial plans for the purposes of helping them achieve their financial goals and objectives. |
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He has 16 years of professional experience in the field of finance. Mr. Safier previously worked at M&T Bank, Smith Barney (now known as Morgan Stanley), and Barnum Financial Group. Utilizing his years of experience, Mr. Safier founded Sapphire Wealth Advisory Group (SWAG) in 2018. As CEO, he upholds impeccable standards and unmatched commitment to his clientele. |
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Mr. Safier enjoys spending time with his wife Pnina and their two children. |
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He earned a Bachelors degree at the Yeshiva University, Sy Syms School of Business in 2005, and earned a Masters degree in Finance from Iona College, Hagan School of Business in 2010. |
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Wall Street Journal; Fortune Magazine; Barron's |
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Anywhere that involves nature, site-seeing, camping, and being able to "recharge". |
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He is a car enthusiast, and hopes to one day own a Bugatti Veyron Sport. In addition, he is an all-around athlete and playing sports, running, weight lifting, and hiking. In his spare time he enjoys building creative projects such as race car tracks with his son. |
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He completed the accreditation exam to become an Accredited Wealth Management Advisor and a Life Underwriter Training Counselor Fellow. |
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Mr. Safier started working in the banking industry in 2005. In 2018 he started his business, Sapphire Wealth Advisory Group. He has been a recurring guest speaker on financial literacy topics at many corporations, hospitals, and non-profit organizations. He has also been a guest speaker on television to talk about the different facets of planning for families with children with special needs. |
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In order to get to where you want to be, you just need to take the first step. |
