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) 259-5240 and we'll reply when you're free.
A 30-minute conversation to see if we're a fit. · Read the Doctrine
We keep the practice deliberately small, roughly 100 families, and 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.
Most plans optimize a portfolio and call it a day. We start with the life the money is for, then the three things that actually decide whether it lasts.
Social Security and any pension cover part of your monthly need. The gap is what your portfolio has to produce. We build a protected floor for it first, so your essentials never depend on selling into a down market.
What you own gets all the attention. Where it sits, and when income is drawn from each account, is where the real edge lives. The same return in the wrong wrapper can cost a pre-retiree six figures over 30 years.
Retirement is a 30-year project. We built Sporos father and son so your plan is never re-shopped to a stranger, and someone who knows it is always at the table. As fiduciaries, we answer to you, not to a product shelf.
A plan that depends on the market for its essentials is not a plan. It is a wager.
Three steps, and the first one is a conversation about whether we're the right fit.
A 30-minute conversation about your goals, your concerns, and whether we're the right fit. No pitch, just an honest read on where you stand.
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.
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.
Private Wealth Manager
Nasar built a private equity firm, then became a financial advisor at a big national firm. He founded Sporos to recommend only what fits each family, with no product quotas, and to choose who takes care of his clients after him. 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, the kind of institutional discipline most retail clients never see. He brings that analytical rigor home to the families Sporos serves.
LinkedInOur 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) 259-5240.
