435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Wealth Management Partner

Who We Are

Utilizing Our Internal Network of Exclusive Investment Opportunities and Proprietary Financial Insights

 

At Saoud Financial, we tap into our internal network of exclusive investment opportunities and proprietary financial insights to deliver tailored strategies for our clients. This approach allows us to uncover unique wealth-building avenues, ensuring you have access to options that can optimize your portfolio and drive sustainable growth.

Cultivating and Securing Growth Opportunities for Your Wealth

At Saoud Financial, we focus on developing and procuring enterprises that align with your financial objectives. By identifying and nurturing high-potential investment opportunities, we help you build a diverse portfolio that not only enhances your wealth but also positions you for long-term success in a competitive market.

At Saoud Financial, we empower our clients to build and grow their financial futures through a strategic, data-driven approach. Our access to exclusive investment opportunities, combined with personalized insights and expert advisory, enables clients to navigate the complexities of wealth management with confidence. We focus on optimizing portfolio growth and achieving your financial objectives with unparalleled precision and success.

Our Experts

Meet the Team

William Saoud

William Saoud

President, CEO & Insurance Professional
Bill has dedicated his life to serving others; as a veteran of the financial services industry, Bill pulls from more than three decades’ worth of experience to help his clients create and preserve retirement income. Bill has been in the insurance business since 1982. Today, he is a registered member of the National Ethics Association and his company, Saoud Financial, operates offices in Shelby, Michigan and in Tampa, Florida. Bill’s book, “Carpe Freedom: Plan Your Financial Future While Living Richly Today,” can be found on Amazon. Raised in Detroit in the 1960's, Bill and his wife, Pat, together have four children -- and are now happy to spend time with their three grandchildren, as well.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.
Emma Askew

Emma Askew

Licensed Producer
Emma is a licensed producer at Saoud Financial. Emma originally comes from a background of 7 years in Client Relations, and overseeing operations of businesses varying from large to small. Emma brings a unique blend of problem solving, leadership skills, communication and dependability to her clients. She is dedicated to helping others and committed to the work she does, just as Bill and Aaron.
Ryan Kalsbeek

Ryan Kalsbeek

Ryan brings a strong background in the banking industry, where he has developed deep expertise in client relationships and financial services. With a people-first approach, Ryan excels at understanding client needs, building long-term trust, and delivering solutions that create real value. His experience working in fast-paced, client-focused environments has shaped him into a reliable professional known for clear communication, attention to detail, and a commitment to exceptional service.
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