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Corey S

CFP®, Series 66

Mill Valley, CA

Sivia Capital Partners, LLC

Corey Saft is a CFP® with 14 years of industry experience currently serving as an advisor at Sivia Capital Partners, LLC since 2017. His prior work includes roles at SF Sentry Securities, Inc. and UBS Financial Services. Saft holds the Series 66 designation and operates out of Mill Valley, California. Sivia Capital Partners, LLC provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office offerings. The firm employs a diverse investment approach that includes public and private assets, digital currencies, and may engage in strategies such as short-term trading and margin when suitable for clients.

Wealth management Family Business Cash flow / budgeting Charitable giving & philanthropy
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Christian M

Series 66

Mill Valley, CA

Sivia Capital Partners, LLC

Christian Mejia is a financial advisor at Sivia Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Sivia Capital Partners provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office services. The firm employs a broad range of investment instruments and permits the integration of private and digital assets within its portfolios.

Wealth management Family Business Cash flow / budgeting Charitable giving & philanthropy
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