If you’re in your 20s or 30s, retirement likely isn’t top of mind. But making regular investments in a 401(k) or Roth IRA can yield big results later. Talk to me to learn more.
Sagient
金融服务
Beverly Hills，California 458 位关注者
Shaping tomorrow’s wealth with wisdom and innovation
关于我们
We believe that there is no one-size-fits-all solution when it comes to financial planning. Before we discuss any financial plan with you, we want to understand your current financial situation, your goals for the future, your retirement plans, and your desire to leave a lasting legacy. At Sagient, knowledge is the key. Our name derives from the Latin word meaning "those who know or perceive quickly." We believe in getting to know our clients on a deep level so that we can provide personalized financial guidance that is tailored to your specific needs in an ever-changing world. Our success lies in combining the wisdom gained from our heritage with innovative insights to help shape your future. Trust us to guide you towards a financially secure future. -- Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 8383 Wilshire Blvd., #600, Beverly Hills, CA 90211, Phone (323) 965-6300. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.
- 网站
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https://sagientfs.com/
Sagient的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Beverly Hills，California
- 类型
- 上市公司
- 创立
- 1911
- 领域
- Financial Planning、Insurance、Retirement和Investments
地点
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主要
获取路线
8383 Wilshire Blvd
#600
US，California，Beverly Hills，90211
Sagient员工
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Robert Sarkissian
Registered Investment Advisor, CFP?
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Ben David, FSCP?
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Candace Seto, ChFC, CLU
Vice President - Sales at Sagient | Cash Flow & Retirement Planning | Estate Planning | Wealth Management
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Paul Karlitz, CLU?, ChFC?, BFA?, CLTC, LUTCF
CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management
动态
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Avoiding tough FINANCIAL talks with your parents can lead to bigger issues later. Show you care by framing THE BIG FINANCIAL CONVERSATION as a gift of security, not a takeover. ?? Sagient - Paul Karlitz, CLU?, ChFC?, BFA?, CLTC, LUTCF Carefull - Todd Rovak #LoveNotFear #ElderCare #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT
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From market shifts to life changes, be confident in your financial decisions with Sagient. Staying on the right path means being prepared for the unexpected. Find confidence with Sagient on your financial journey. #financialjourney #markets #porfolio #down #UP #investing #behavioralfinance #finance #financialplanning #SAGIENT
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We are thrilled to announce that our very own Ariel Bowie, BFA? has recently earned her Behavioral Financial Advice certification from think2perform!?? As a lifelong learner and passionate professional, Ariel continues to demonstrate her commitment to personal growth. We are so proud of her achievement and can’t wait to see the amazing impact she’ll have on her clients' lives, using her expertise in behavioral finance to guide them toward a better financial well-being. Congratulations, Ariel!?? #BehavioralFinance #FinancialAdvice #LifelongLearner #think2perform #FinancialWellbeing #ClientImpact #ProfessionalGrowth #FinancialAdvisor #Sagient
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?? Don't fall for scams! Remember, never click on suspicious links or respond to urgent requests for personal info. Always use the official phone number to contact your bank & verify! #CyberSafety #StaySecure #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT
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Becoming a financial caregiver for your parents doesn't have to be daunting. Learn how to approach the conversation for a smoother transition. ???????? #FinancialWellbeing #FamilySupport #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT
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?? Your financial future is more than just a #number. Dive into understanding your values and navigating financial change without getting anchored. Say goodbye to inflexible goals. #behavioralfinance #whatsyournumber #FinancialWisdom #ValueDrivenLife #Finance #financialplanning #SAGIENT
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Adding life insurance is great for family protection. Owning it yourself might boost estate taxes. Learn how a trust could be your key solution. #Trusts #LifeInsurance #EstateManagement #peaceofmind #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #FamilyFinance #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #Estates #Trusts #Wills #SuccessionPlanning #EstatePlanning #SAGIENT