Derek Sabo

Derek Sabo is a Partner of Westside Investment Management, Inc.  Derek has helped guide the financial decisions of clients and their families throughout the pacific coast. He values the long and deep relationships he’s developed with the families he works with. Derek is skilled in providing comprehensive wealth management advice to high-net-worth families, individuals & foundations with focuses in attentive client service, cash flow management, strategic asset allocation & wealth transfer considerations.

 

Derek has extensive knowledge in the following areas:

  • Financial planning for retiring with confidence.
  • Investment planning and management to support your financial objectives and work toward retirement income for life.
  • Planning for the preservation and distribution of your wealth to family and charity.

 

Our team specializes in working with:

 

  • Executives Successful Professionals
  • Retirees • Endowments and Charitable Organizations
  • Business Owners

 

Personal Information

 

Derek resides in Brentwood, California. When not working, Derek enjoys spending time with his family.  His other interests include boating, fishing, and golfing.