A father-and-son fiduciary practice for the money decisions that are hard to undo: a clinician's peak earning years, an equity payout, a business exit, the last paycheck.
Or text us at (949) 259-5420 and we'll reply when you're free.
A 30-minute conversation to see if we're a fit. · Read the Doctrine
We're selective about who we bring on, and we focus on four kinds of financial lives. Each one has its own decisions and its own deadlines, and every family works with both of us.
CRNAs, pharmacists, PAs, NPs and physicians, planning around how and how much you want to work.
See how we help → ForRSUs, ISOs, ESPP and acquisition payouts, with a plan for what to hold and when to sell.
See how we help → ForOwner pay, retirement plans and an exit, planned together with the household the business supports.
See how we help → ForTurning a lifetime of savings into income that lasts, with Social Security and taxes timed well.
See how we help →Not sure where you fit? Explore My Options and we'll tell you plainly.
We start with what you want the money to do. Then every plan is held to three things.
A plan works when you reach what you set out to do: the house, the kids' college paid for, work becoming optional at the age you picked. Every plan starts with your goals written down, each with a date and a dollar figure, and every recommendation has to move one of them.
Withholding on equity pay, which account each investment sits in, when income lands and which account you draw from all change what you keep. We project your taxes while there's still time to act on the number, then make the moves that fit your goals.
A financial plan runs for decades. We built Sporos father and son so someone who knows your plan is at the table for the long run, and your family doesn't get handed to a stranger. As fiduciaries, we answer to you.
The measure of a plan is how many of your goals it gets done.
Every client starts with the same 30-minute call. From there, the work takes one of two paths.
1
A 30-minute conversation about your goals, your concerns, and whether we're the right fit. You get an honest read on where you stand.
2 · Then one of two paths
For people still building wealth who like to manage their own investments.
You choose your plan on the Discovery Call, with no setup fee. Every plan starts with a close look at your tax return. From there you get a planning calendar, monthly check-ins, a yearly tax and portfolio review, direct text and email, and a spring fit check.
For people who want the plan carried out for them.
Analysis Call. We walk you through what we found on your current path, the gaps and the opportunities, and what doing it right would look like for your situation. This is where the plan takes shape.
Ongoing Partnership. We meet regularly to adjust the plan as life changes, steward it through market swings, and keep you on track for the life you pictured.
The sample pages are hypothetical and for illustration only. Figures are simplified, do not represent any client, and are not a guarantee of future results.
Private Wealth Manager
Nasar built a private equity firm, then became a financial advisor at a big national firm. He founded Sporos to recommend what fits each family, and so every family works with both of us. USC Marshall MBA.
LinkedIn
Wealth Manager
Samee trained as a chemical engineer at the University of Michigan, then went into equity research at a family office, and he brings that analysis to every plan.
LinkedInI spent more than 15 years in private equity, working with owners who built their companies from the ground up. I grew up inside one of those businesses. My family's jewelry business has been open since 1978.
In 2019 I moved into wealth management at a big national firm. I wanted to build every plan around one family's goals, with my son at the table.
So I started Sporos. We recommend what fits the family in front of us, and we're selective about who we bring on, so every family works with both of us.
My son Samee is my partner. That answers a question I hear from clients often: who takes care of us after you?
Nasar Aboubakare, Private Wealth Manager
Our longer guides on the decisions that come up most: Roth conversions, 401(k) rollovers, equity compensation and Social Security.
Or jump straight to a question
30 minutes on where you are, what you're working toward, and whether we're the right fit. If we are, you'll leave with a clear sense of what to do next. If we're not, we'll tell you.
Prefer to text? Reach us at (949) 259-5420.
