Byron Jim Spain

Employer firm

Savi Finance CRD 340202

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → Present
  Claritas Rx
  South San Francisco, CA
• 07/2023 → 11/2025
  Bravado Network
  San Francisco, CA
• 05/2021 → 07/2023
  Productplan
  Irvine, CA
• 06/2019 → 05/2021
  Synoptek
  Irvine, CA
• 07/2018 → 06/2019
  Think Llp
  Newport Beach, CA
• 07/2018 → 06/2019
  Noble Wealth Management
  Aliso Viejo, CA
• 09/2016 → 08/2019
  Uc Irvine Recreation
  Irvine, CA
• 09/2013 → 09/2016
  American River College, Uc Irvine
  Sacramento, CA
• 11/2025 → Present
  Savi Finance Llc
  San Francisco, CA

Other Businesses

Name of other business: Claritas Rx Investment-related: No Address: 611 Gateway Blvd Ste 201, South San Francisco, CA 94080 Nature of the business: Privately held healthcare technology company providing data and analytics services to pharmaceutical manufacturers Your position / title: Senior Director of Finance Start date: 11/2025 Approx number of hours per month: 120 Approx number of hours per month devoted during securities trading hours: 90 Duties consist of financial planning and analysis, including forecasting, operating budget development, variance and capacity analysis, board-level financial reporting, and support for the company's internal financial operations. The position is not investment-related, does not involve securities recommendations or transactions, and does not involve providing investment advice to any person.

Designations

• Chartered Financial Analyst