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???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

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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

4 个月

You worked up the courage to change industries, I think you can find the courage to give surfing a try too! Go for it! Nothing ventured.......

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