Check the background of this investment professional on FINRA's BrokerCheck.
Sage was born and raised in Southern California and graduated Cum Laude from California Polytechnic State University as a First-Generation student. He earned his Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Psychology.
Passionate about investing and finance, he co-managed $750,000 of the university's endowment fund. Sage first gained experience in the wealth management and tax industry, and collaborated with a team of analysts for the 2020 CFA (Chartered Financial Analyst) Investment Research Challenge. Also, an accomplished athlete and arduous worker, throughout his time at Cal Poly, he competed on the NCAA Division I golf team and represented the student-athlete body in the community.
Sage's motivation for investing began at a young age by reading personal finance books and learning how to invest. As a student, he realized that many of his peers and families have not properly saved for college, retirement, or other personal life goals. Part of his attraction to Gerber Kawasaki is its unique programs tailored for all different financial backgrounds to help them grow their wealth to achieve their goals.
Sage believes developing strong relationships with his clients is the best way to create a financial plan, customized to fit their needs. He understands the inherent financial distress in personal relationships and the challenges of living paycheck to paycheck. His true passion is to help others live a more quality life through investing and instilling confidence in their personal finances. Combined with his knowledge of financial markets and his ability to understand others' needs, Sage's mission is to help others achieve their goals and be a resource for any important financial decision.
When not tending to his clients, Sage enjoys spending time with family and friends, the outdoors, barbecuing, playing sports, and watching Laker games.