Cash Flow

What Is

Cash Flow

At Apex, we believe that cash flow is of utmost importance when building wealth and creating the lifestyle you want. We help our clients allocate in the most tax efficient manner today, so that they can have the cash flow they desire in retirement. 

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who we are

Meet Our Team

Morris Saad<small> CIM<small>®</small> , FMA, B.A.</small>

Morris Saad CIM® , FMA, B.A.

Portfolio Manager
Ian Goodman<small> CFA</small>

Ian Goodman CFA

Portfolio Manager
Alan Suja<small> CFP</small>

Alan Suja CFP

Certified Financial Planner
Jacqueline Collett

Jacqueline Collett

Executive Assistant