California‑based financial services team serving individuals and businesses for 15+ years
Founded in 2008, US Deal Savings began with a clear goal: deliver personalized, trustworthy financial services that create measurable impact.
From a small advisory practice to a broader California services team, our growth reflects a client‑first mindset, practical solutions, and deep knowledge of local markets.
Today we support individuals and businesses across the state—from first‑time homebuyers to established owners—with clear guidance, responsive service, and simple next steps.
Recognized for excellence in financial services and customer satisfaction.
Certified financial professionals with decades of combined experience.
Every decision we make is guided by what's best for our clients.
Your financial security and privacy are our highest priorities.
The principles that guide everything we do
To empower individuals and businesses to achieve financial success through personalized, innovative, and trustworthy financial services that make a meaningful difference in their lives.
To be California's most trusted and respected financial services firm, known for our unwavering commitment to client success and our innovative approach to financial solutions.
Meet the experienced professionals leading US Deal Savings
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and ensures we deliver exceptional value to every client.
Chief Financial Officer
Sarah brings 18 years of experience in financial planning and investment management, ensuring our clients' portfolios are optimized for success.
Chief Operations Officer
David oversees our daily operations and client services, ensuring every interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe in giving back to the California communities that have supported our growth.
US Deal Savings is proud to support local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, support local small businesses, and contribute to various charitable organizations.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Join thousands of satisfied clients who trust us with their financial future.