Savvi Financial LLC

Alexander Sauer Budge is a financial advisor at Savvi Financial LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. His prior roles include positions at Dynamic Ideas LLC and Alpha Dynamics LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers tiered online services focused on goal-based financial planning, investment recommendations, and retirement income planning, combining proprietary quantitative models with human support in higher service levels.

Christopher Moran is a financial advisor with Savvi Financial LLC in Waltham, MA, holding Series 63, 65, and 66 licenses and having 15 years of industry experience. His prior roles include positions at Alpha Dynamics LLC and Bofa Advisors, LLC, as well as working as a self-employed insurance agent. Savvi Financial provides technology-driven financial advice through a tiered online platform primarily targeting individual users and employees via employer-sponsored programs. The firm’s approach combines proprietary quantitative models and human support to deliver goal-based planning and investment recommendations without managing client assets directly.

Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

Georgia Mourtzinou is a financial advisor at Savvi Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Savvi Financial since 2013. Her prior roles include positions at Robust Dynamics LP, Alpha Dynamics LLC, and Dynamic Ideas, LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm uses proprietary quantitative models to generate personalized financial planning and investment recommendations via an interactive online platform, combining digital tools with human support in higher-tier service offerings.

Adrian Becker is a financial advisor at Savvi Financial LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. Becker is also a partner at LRMS LLC, a consulting firm. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using a tiered online platform that combines automated recommendations with human support. The firm focuses on goal-based financial planning and delivers its services mainly via employers and benefit administrators.

Brian Harrison is a CFP® with 25 years of industry experience, currently serving at Savvi Financial LLC in Waltham, MA. His career background includes roles at Brooklight Place Securities, Saltzman Associates, and Commonwealth Financial Network. Outside of financial advising, he is the owner and president of Harry Has It, Inc., a company engaged in buying and selling goods on online auction platforms. Savvi Financial LLC provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, offering goal-based planning and retirement income strategies via an interactive website. The firm’s proprietary quantitative models customize recommendations, and its hybrid online and human support model is integrated with employer benefit programs.