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Don Saulic

Managing Director, Partner @The Bahnsen Group

Newport Beach, CA, US
EMAILS
d••••••@thebahnsengroup.com
MOBILE NUMBERS
+17•••••••96

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WORK HISTORY

Jan 2015 — Present

Managing Director, Partner @The Bahnsen Group

EDUCATION

N/A

Illinois State University

Bachelor of Science - BS

N/A

DePaul University - Charles H. Kellstadt Graduate School of Business

MBA

ABOUT DON SAULIC

Don is a Managing Director and Partner in the team’s Private Wealth Management practice, where he advises on comprehensive strategies to help clients achieve their long-term goals. Areas of focus include investments, estate and tax planning, financial planning, risk management, real estate, and charitable planning. Don is a CERTIFIED FINANCIAL PLANNER® professional, a licensed Certified Public Accountant (CPA), and holds FINRA Series 7, 24, 63 and 65 securities licenses, and a California life and health insurance license. With over four decades of C-Level corporate executive and financial advisory experience, Don previously worked at several private and Fortune global companies holding positions such as Independent Board Director, President & Chief Operations Officer, and Global Chief Information Officer. Don has an M.B.A. from DePaul University and a bachelor’s degree in Accounting with an Economics minor from Illinois State University. In the community, Don has several philanthropic endeavors focused on helping adults and children achieve both success and significance. Don is experienced in public and non-profit boards and currently serves on the Board of the YMCA of Orange County, the Forum of Christian Business Leaders, and the Grace and Hope Foundation. A Chicago native, Don is proud of his four children - three daughters: Meeghan (Maryville St. Bernard), Hannah (Mizzou Tiger), and Sophia (Baylor Bear); his son - Camdon (CDM Sea King); and his family black lab - Bear. Don and his family make their home in Corona del Mar, California. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

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