Don Saulic

Don is a managing director and partner in the private wealth management practice, where he advises clients on comprehensive strategies to help them achieve their long-term goals.

Focus areas include investments, estate and tax planning, financial planning, risk management, real estate, wealth transfer, life management, and charitable planning. Don is a licensed Certified Public Accountant, Certified Financial Planner®, Chartered Advisor in Philanthropy®, and maintains FINRA Series 7, 24, 63, and 65 securities licenses and a California life and health insurance license. With over four decades of C-Level corporate executive and financial advisory experience, Don previously worked at several private and Fortune 1000 global companies, holding positions such as Independent Board Director, President & Chief Operations Officer, and Global Chief Information Officer. Don has an M.B.A. from DePaul University and a bachelor’s degree in Accounting with Economics minor from Illinois State University. In the community, Don has several philanthropic endeavors focused on helping adults and children achieve success and significance. Don is experienced in public and non-profit boards and serves on the Board of the YMCA of Orange County, the Forum of Christian Business Leaders, and the Grace and Hope Foundation. A Chicago native, Don is grateful for his family and lives in southern California.