???We'd like to take a moment to shine our Advisor Spotlight on Jessie Aguilar, MBA!??? ? Born and raised in Los Angeles, Jessie boasts 19 years of experience in the financial services industry. He's been with us here at?Sagient for 14 years, where he works hard to help people meet their financial goals, estate strategies, and insurance needs. Let's take time to get to know him!???♂???
Sagient
金融服务
Beverly Hills，California 415 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
-
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
-
主要
获取路线
8383 Wilshire Blvd
#600
US，California，Beverly Hills，90211
Sagient员工
-
Robert Sarkissian
Registered Investment Advisor, CFP?
-
Ben David, FSCP?
-
Candace Seto, ChFC, CLU
Vice President - Sales at Sagient | Cash Flow & Retirement Planning | Estate Planning | Wealth Management
-
Paul Karlitz, CLU?, ChFC?, BFA?, CLTC, LUTCF
CEO at Sagient and Pacific Reach specializing in Financial Planning | Estate Planning | Wealth Management
动态
-
Today's employees are looking for more customized benefits packages. But that can be costly. We can help you create an attractive baseline benefits package without blowing the budget. Learn more: https://bit.ly/3AH6Aaf
-
-
Racing towards new goals in Q4! ???? #WorkHardPlayHard #Sagient #FinancialServices #TeamBonding #Q4Kickoff #PorscheExperienceLA
-
Numbers dominate our decisions — on what to buy, whom to hire and where to donate money. Researchers call it the “quantification fixation” and it can warp human judgment.
Trying to Quantify Everything Is Hurting Our Decisions
advisorstream.com
-
Sagient转发了
???We'd like to take a moment to shine our Advisor Spotlight on Paul Kaye!??? ? Before joining Sagient in April of 2023, Paul spent 20 years building tech start-ups in Silicon Valley. Now, he is a licensed Investment Advisor, helping people develop the plans and discipline necessary to make good decisions and stay on course. Let’s take time to get to know him!?????♂? ? #Sagient #AdvisorSpotlight #InvestmentAdvisor #GettoKnowMe
-
-
???We'd like to take a moment to shine our Advisor Spotlight on Paul Kaye!??? ? Before joining Sagient in April of 2023, Paul spent 20 years building tech start-ups in Silicon Valley. Now, he is a licensed Investment Advisor, helping people develop the plans and discipline necessary to make good decisions and stay on course. Let’s take time to get to know him!?????♂? ? #Sagient #AdvisorSpotlight #InvestmentAdvisor #GettoKnowMe
-
-
Looking for ways to make money online? Here are the top three trending business ideas for offering freelance services on Fiverr in 2024.
Top 3 Ways To Make Money Online With Fiverr In 2024
advisorstream.com
-
The holiday season is a time of joy and generosity, but also a time when scammers prey on unsuspecting people. These scams can trick even the savviest individuals into giving away their personal or financial information. Reach out with any questions and let’s help protect our families. https://lnkd.in/eTp8PHUX.
-