Sage Financial Advisors Inc.
Sage Financial Advisors Inc. (CRD# 116933) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $161,592,731 in 301 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management162MILLION
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Total Number of Accounts301ACCOUNTS
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Average Account Value$536,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, OR, TX
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry. Sharon Bargetto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kelly Christensen (CRD# 2254214) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry. Kelly Christensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Holemon (CRD# 6485875) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry. Andrew Holemon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Christensen (CRD# 7828750) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.
William Christensen (CRD# 7836933) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.