Vannak Sao
Proactive Financial Solutions 360 · North Attleboro, Massachusetts
Vannak Sao is a fee-only financial advisor at Proactive Financial Solutions 360 in North Attleboro, Massachusetts. Vannak focuses on tax planning, retirement planning and estate & legacy planning. Proactive Financial Solutions 360 reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Proactive Financial Solutions 360 |
|---|---|
| Based in | North Attleboro, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.6M across 168 accounts |
| SEC registration | Investment adviser representative in MA, RI · CRD 5413315 |
| Exams passed | Series 63 (2008) · Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | pfs360llc.com |
| Profile |
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Questions about Vannak
Is Vannak Sao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vannak holds no broker registration, and Proactive Financial Solutions 360 reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vannak charge for financial advice?
Vannak's firm, Proactive Financial Solutions 360, reports charging a percentage of assets on its SEC Form ADV.
Where is Vannak Sao based?
Vannak Sao is based in North Attleboro, Massachusetts.
What does Vannak specialize in?
Vannak's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and divorce financial planning. Vannak works with retirees, pre-retirees, mid-life transitions and divorced individuals.
Is Vannak Sao registered with the SEC?
Yes. Vannak Sao is registered as an investment adviser representative in MA and RI (CRD 5413315), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proactive Financial Solutions 360 manage?
Proactive Financial Solutions 360 reports $21.6M across 168 accounts in assets under management.
How do I contact Vannak Sao?
Through Vannak's website, pfs360llc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Proactive Financial Solutions 360 website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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