Purpose
Our purpose is to support individuals and businesses in achieving financial clarity and sustainable growth through trusted, forward-thinking advisory and accounting solutions. We are committed to integrity, excellence, and innovation by leveraging data, technology, and experience to create meaningful outcomes. We believe that clarity drvies better decisions, and better decisions build lasting value.
Mission
At Saavedra CPA, we help individuals and business owners simplify complexity, strengthen operations, and make informed financial choices through thoughtful accounting, tax, and advisory services. By combining hands-on insight with modern tools and systems, we deliver practical guidance that’s rooted in trust, transparency, and long-term impact. Our mission is to make financial management not just easier, but smarter for every client, every time.
Vision
To be the most trusted and forward-thinking accounting and advisory partner for entrepreneurs and families in Puerto Rico. We aim to redefine the role of the accountant from reactive compliance to proactive strategic ally by turning financial uncertainty into opportunity and leading with ethics, empathy, and precision in every engagement.
Ricardo J. Saavedra Mora
Certified Public Accountant | Certified Valuation Analyst
Ricardo “Rick” Saavedra is the founder and managing partner of Saavedra CPA LLC, bringing over 15 years of experience in accounting and real estate investment. His expertise centers on asset growth and financial strategy, with a proven track record in identifying, acquiring, and managing investment properties, often personally overseeing renovations and operations.
Rick’s practical approach to wealth building and financial management has earned him the trust of professionals across diverse fields, including medicine, engineering, law, finance, education, construction, and the arts. His commitment to simplicity, consistency, and long-term relationships reflects the core values of Saavedra CPA LLC.
Outside of work, Rick values a balanced life and is deeply committed to ongoing learning and growth for himself, his clients, and his team.
Bryan E. Lugo Crespo
Senior Accountant
Bryan Lugo is a senior associate at Saavedra CPA LLC, bringing nearly a decade of experience in accounting and business support. He specializes in working with small businesses, helping them streamline operations, maintain compliance, and stay focused on sustainable growth.
Bryan’s strength lies in bringing clarity and structure to financial processes, delivering timely, practical insights that align with each client’s goals. His approach reflects the core values of Saavedra CPA LLC: simplicity, consistency, and a long-term commitment to building strong relationships.
Dedicated and resourceful, Bryan plays an integral role in supporting clients across industries while contributing to the continued growth of our team and firm.