Savaglia Investments and Planning is an independent, full-service financial planning firm and was founded in 1999. It is owned by Don and Karen Savaglia. Don is the CEO and Lead Wealth Manager/Financial Advisor; Karen is President and is responsible for all compliance and operations management. Savaglia Investment & Planning was established with a fresh perspective and a different approach to building client relationships. We work with people in every stage of life with any level of wealth.
