Faraz Sattar

Faraz Sattar is a prominent figure in the financial services industry, currently serving as the CEO and Managing Partner of Accretive Wealth Management, a firm he founded in September 2012. Based in San Ramon, California, Sattar has over 20 years of experience in various roles within wealth and investment management, including positions as a Chief Financial Officer and a buy-side equity analyst at firms like Contango Capital Advisors and Montgomery Asset Management.124

Professional Background

Sattar's career is marked by a diverse set of responsibilities:

• Investment Management: He has managed investment advisors and supervised IT and operations.
• Finance and Accounting: His roles have included overseeing finance and accounting functions, showcasing his extensive knowledge in financial management.
• Client Services: For nearly a decade, he has focused on servicing individual and business clients, emphasizing a comprehensive approach to wealth management.13

Education and Qualifications

Faraz Sattar holds a Bachelor of Science in Finance from Bryant College. He is also actively involved in community service, having served on several non-profit boards and charities.12

Languages

Sattar is proficient in English, Urdu, and has some knowledge of Hindi and Punjabi, reflecting his multicultural background.2

Accretive Wealth Management

Under his leadership, Accretive Wealth Management provides a range of services aimed at delivering personalized investment strategies to its clients. The firm emphasizes a caring approach to financial management, which Sattar believes is crucial for fostering strong client relationships.15

Faraz Sattar's extensive experience and commitment to client service position him as a respected leader in the wealth management sector.