Saad Mushtaq

Chief Financial Officer (CFO)

Saad Mushtaq brings over a decade of corporate finance leadership to Fortitude Strategic Wealth, guiding the firm’s financial operations with precision and purpose. With deep experience in one of the largest and most complex healthcare systems in the U.S., Saad has overseen more than $200 million in P&L costs, driving efficiency, cost reduction, and sustainable growth through data-driven decision-making.

Rising from Financial Analyst to Senior Manager, Saad developed a reputation for uncovering actionable insights, leading cross-functional teams, and executing strategic initiatives that enhance financial performance. His leadership philosophy centers on collaboration, integrity, and continuous improvement values that mirror Fortitude’s mission of long-term wealth and operational excellence.

Originally from Boston and now based in Houston, Saad combines analytical discipline with creative balance. Outside of work, he enjoys cooking, fitness, pickleball, and gaming grounding his drive for precision with a passion for community and connection.