SagePoint Financial, Inc.
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SagePoint Financial, Inc. Employees
Employee
Years
Job
Industry
Andrew Greer Andrew Greer's SagePoint Financial, Inc. Experience March 2010 - January 2011
Job Real Estate Entrepreneur
Industry Real Estate
Experience
Thomas Strafford Investments October 2014 - Present
Fire Mountain Investments, LLC December 2013 - Present
TTS Real Estate, Inc. October 2011 - Present
Big Block Realty June 2013 - Present
Prime-Exchange March 2011 - March 2012
Independent Capital Management March 2010 - January 2011
SagePoint Financial Inc. March 2010 - January 2011
First California Securities June 2009 - December 2009
Skills
Real Estate Investor, Financial Analysis, Investment Properties, Client Relationship..., Financial Advisory, Social Networking, Real Estate Investment, Financial Markets, Contract Negotiation, Real Estate Negotiation, Alternative Investments, Investment Strategies, Client Retention, CRM, Real Estate Transactions, REO, New Business Development, Real Estate, Real Estate Financing, Real Estate Economics, Entrepreneurship, Finance, Investments, Portfolio Management, Disposition, Residential Mortgages, Loans, Mergers & Acquisitions, Asset Allocation, Property, Brokerage, Real Estate Private..., Securities, Investors, Residential Homes, Sales
Education
San Diego State University-California State University 2009 — 2011
BA
Redlands East Valley 1998 — 2001
Thomas Strafford Investments October 2014 - Present
Fire Mountain Investments, LLC December 2013 - Present
TTS Real Estate, Inc. October 2011 - Present
Big Block Realty June 2013 - Present
Prime-Exchange March 2011 - March 2012
Independent Capital Management March 2010 - January 2011
SagePoint Financial Inc. March 2010 - January 2011
First California Securities June 2009 - December 2009
Skills
Real Estate Investor, Financial Analysis, Investment Properties, Client Relationship..., Financial Advisory, Social Networking, Real Estate Investment, Financial Markets, Contract Negotiation, Real Estate Negotiation, Alternative Investments, Investment Strategies, Client Retention, CRM, Real Estate Transactions, REO, New Business Development, Real Estate, Real Estate Financing, Real Estate Economics, Entrepreneurship, Finance, Investments, Portfolio Management, Disposition, Residential Mortgages, Loans, Mergers & Acquisitions, Asset Allocation, Property, Brokerage, Real Estate Private..., Securities, Investors, Residential Homes, Sales
Education
San Diego State University-California State University 2009 — 2011
BA
Redlands East Valley 1998 — 2001
Connie Mosley Connie Mosley's SagePoint Financial, Inc. Experience 2008 - Present
Job National Committeeman
Industry Financial Services
Experience
NAIFA-Tampa June 2012 - Present
SagePoint Financial, Inc 2008 - Present
Connie Mosley Insurance and Financial Services 2002 - Present
NAIFA-Tampa June 2011 - June 2012
NAIFA-FL 2010 - June 2011
American General 1994 - 2010
NAIFA-TAMPA 2000 - 2009
Hillsborough County Schools 1970 - 2000
Education
University of South Florida 1965 — 1970
BS, Education
East Bay High School, class of 1965
NAIFA-Tampa June 2012 - Present
SagePoint Financial, Inc 2008 - Present
Connie Mosley Insurance and Financial Services 2002 - Present
NAIFA-Tampa June 2011 - June 2012
NAIFA-FL 2010 - June 2011
American General 1994 - 2010
NAIFA-TAMPA 2000 - 2009
Hillsborough County Schools 1970 - 2000
Education
University of South Florida 1965 — 1970
BS, Education
East Bay High School, class of 1965
Mathew Dunning Mathew Dunning's SagePoint Financial, Inc. Experience August 2012 - January 2013
Job Accountant II at Clearview Federal Credit Union
Industry Financial Services
Experience
Clearview Federal Credit Union October 2014 - Present
Clearview Federal Credit Union March 2013 - Present
SagePoint Financial, Inc August 2012 - January 2013
SagePoint Financial 2012 - 2013
FedEx Ground Package Handler October 2008 - July 2012
BW Pizza April 2005 - April 2008
Skills
Investments, Estate Planning, Retirement, Series 63, Finance, Financial Services, Banking
Education
Robert Morris University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Robert Morris University
Bachelor of Science, Business Administration; Finance and Accounting
Clearview Federal Credit Union October 2014 - Present
Clearview Federal Credit Union March 2013 - Present
SagePoint Financial, Inc August 2012 - January 2013
SagePoint Financial 2012 - 2013
FedEx Ground Package Handler October 2008 - July 2012
BW Pizza April 2005 - April 2008
Skills
Investments, Estate Planning, Retirement, Series 63, Finance, Financial Services, Banking
Education
Robert Morris University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Robert Morris University
Bachelor of Science, Business Administration; Finance and Accounting
Leah Halonen Leah Halonen's SagePoint Financial, Inc. Experience February 2008 - May 2010
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2010 - Present
SagePoint Financial, Inc February 2008 - May 2010
AIG Advisor Group January 2006 - February 2008
AIG Financial Advisors October 2004 - December 2005
Skills
Strategic Financial..., Series 7, Mutual Funds, Series 63, FINRA
Education
New Mexico State University 1999 — 2003
BA, Marketing
Nationwide Financial April 2010 - Present
SagePoint Financial, Inc February 2008 - May 2010
AIG Advisor Group January 2006 - February 2008
AIG Financial Advisors October 2004 - December 2005
Skills
Strategic Financial..., Series 7, Mutual Funds, Series 63, FINRA
Education
New Mexico State University 1999 — 2003
BA, Marketing
Floreid Walker, ChFC® CRPC® CIS™ Floreid Walker, ChFC® CRPC® CIS™'s SagePoint Financial, Inc. Experience November 2003 - Present
Job My unique value is in developing clear and actionable strategies designed to achieve your financial and investment goals
Industry Financial Services
Experience
SagePoint Financial, Inc. November 2003 - Present
Waddell & Reed Financial Services December 1987 - October 2003
Skills
Personal Financial..., Strategic Financial..., Investment Advisory, Investment Strategies, Investment Portfolio..., Portfolio Management, Retirement Planning, Wealth Accumulation..., Multi-generational..., Inheritance, Social Security, Distribution Strategies, LGBT community, Life Insurance, Long Term Care Insurance, Disability Insurance, College Education..., Socially Responsible...
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Institute of Business and Finance
Certified Income Specialist, CIS™
The American College
Chartered Financial Consultant, ChFC®
University of Pennsylvania - The Wharton School
Certificate, Financial Retirement Strategy Program
SagePoint Financial. Inc.
Certificate, Collaborative Coach Program
Lewis and Clark College
Master of Public Administration, Public Administration and Finance
Case Western Reserve University
Master of Science in Nursing, Public Health Nursing and Nursing Administration
Case Western Reserve University
Bachelor of Science in Nursing, Public Health Nursing
Massachusetts General Hospital, School of Nursing
Registered Nursing Diploma, Nursing
Girls' Latin School
High School Diploma, College Preparatory Courses
SagePoint Financial, Inc. November 2003 - Present
Waddell & Reed Financial Services December 1987 - October 2003
Skills
Personal Financial..., Strategic Financial..., Investment Advisory, Investment Strategies, Investment Portfolio..., Portfolio Management, Retirement Planning, Wealth Accumulation..., Multi-generational..., Inheritance, Social Security, Distribution Strategies, LGBT community, Life Insurance, Long Term Care Insurance, Disability Insurance, College Education..., Socially Responsible...
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Institute of Business and Finance
Certified Income Specialist, CIS™
The American College
Chartered Financial Consultant, ChFC®
University of Pennsylvania - The Wharton School
Certificate, Financial Retirement Strategy Program
SagePoint Financial. Inc.
Certificate, Collaborative Coach Program
Lewis and Clark College
Master of Public Administration, Public Administration and Finance
Case Western Reserve University
Master of Science in Nursing, Public Health Nursing and Nursing Administration
Case Western Reserve University
Bachelor of Science in Nursing, Public Health Nursing
Massachusetts General Hospital, School of Nursing
Registered Nursing Diploma, Nursing
Girls' Latin School
High School Diploma, College Preparatory Courses
Caroline Mui Caroline Mui's SagePoint Financial, Inc. Experience April 2014 - Present
Job Regional Supervision Manager at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. April 2014 - Present
AIG Advisor Group November 2007 - April 2014
Education
Arizona State University 2000 — 2003
B.S., Recreation Management
SagePoint Financial, Inc. April 2014 - Present
AIG Advisor Group November 2007 - April 2014
Education
Arizona State University 2000 — 2003
B.S., Recreation Management
Shelton McClain's SagePoint Financial, Inc. Experience July 2008 - Present
Job Managing Partner and Financial Advisor at McClain Financial Group, L.L.C.
Industry Financial Services
Experience
McClain Financial Group, L.L.C. July 2008 - Present
SagePoint Financial Inc. July 2008 - Present
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Life & Health Licenses, Credit
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Master of Public Administration, Public Finance
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science (B.S.), Business Management
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science (B.S.), Marketing
McClain Financial Group, L.L.C. July 2008 - Present
SagePoint Financial Inc. July 2008 - Present
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Life & Health Licenses, Credit
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Master of Public Administration, Public Finance
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science (B.S.), Business Management
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science (B.S.), Marketing
Patrick Gilmore, Jr. Patrick Gilmore, Jr.'s SagePoint Financial, Inc. Experience July 1999 - Present
Job Certified Financial Planner at PGA Financial Group
Industry Financial Services
Experience
PGA Financial Group July 1996 - Present
SagePoint Financial Inc. July 1999 - Present
PNC Financial Services Group May 1994 - July 1996
Swiss Bank Corporation March 1992 - April 1994
Skills
Asset Allocation, Asset Management, Asset Managment, Certified Financial..., Customer Service, Disability Insurance, Estate Planning, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Long-term Care, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Student Financial Aid, Tax, Wealth Management
Education
University of Scranton 1983 — 1987
BS, Accounting
Chaminade High School 1979 — 1983
PGA Financial Group July 1996 - Present
SagePoint Financial Inc. July 1999 - Present
PNC Financial Services Group May 1994 - July 1996
Swiss Bank Corporation March 1992 - April 1994
Skills
Asset Allocation, Asset Management, Asset Managment, Certified Financial..., Customer Service, Disability Insurance, Estate Planning, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Long-term Care, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Student Financial Aid, Tax, Wealth Management
Education
University of Scranton 1983 — 1987
BS, Accounting
Chaminade High School 1979 — 1983
Aquilino Mayo Aquilino Mayo's SagePoint Financial, Inc. Experience July 2015 - Present
Job Investment Advisor Representative at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. July 2015 - Present
INVEST Financial Corp. February 2009 - July 2015
Intersecurities Inc November 2007 - February 2009
Skills
Investment Advisory, Insurance, Financial Planning, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Securities, Retirement Planning, Investments, Risk Management, Banking, Income Protection, Retirement, Business Development, Series 7, Mergers & Acquisitions, Business Planning, Asset Management, Term Life Insurance, Mutual Funds, Asset Allocation, Life Insurance, Investment Strategies, Small Business, Uniform Combined State..., Estate Planning, Financial Advisory, Series 65, Fixed Annuities, Financial Services, Disability Insurance, Corporate Finance, Bonds, Financial Modeling, Cash Management, IRAs
Education
Universidad Católica Andrés Bello
Ciencias Sociales
SagePoint Financial, Inc. July 2015 - Present
INVEST Financial Corp. February 2009 - July 2015
Intersecurities Inc November 2007 - February 2009
Skills
Investment Advisory, Insurance, Financial Planning, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Securities, Retirement Planning, Investments, Risk Management, Banking, Income Protection, Retirement, Business Development, Series 7, Mergers & Acquisitions, Business Planning, Asset Management, Term Life Insurance, Mutual Funds, Asset Allocation, Life Insurance, Investment Strategies, Small Business, Uniform Combined State..., Estate Planning, Financial Advisory, Series 65, Fixed Annuities, Financial Services, Disability Insurance, Corporate Finance, Bonds, Financial Modeling, Cash Management, IRAs
Education
Universidad Católica Andrés Bello
Ciencias Sociales
Richard L. Hoover Richard L. Hoover's SagePoint Financial, Inc. Experience November 2008 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
SagePoint Financial Inc. November 2008 - Present
Education
The American College 1994 — 2015
Financial, Insurance and Retirement Income Planning
Berklee College of Music 1973 — 1975
Associates, Music
SagePoint Financial Inc. November 2008 - Present
Education
The American College 1994 — 2015
Financial, Insurance and Retirement Income Planning
Berklee College of Music 1973 — 1975
Associates, Music
Rick Sany Rick Sany's SagePoint Financial, Inc. Experience June 1993 - Present
Job Financial Advisor with 25+ years of experience
Industry Financial Services
Experience
SagePoint Financial, Inc. June 1993 - Present
U.S. Securities Clearing Corp. June 1991 - June 1993
Waddell & Reed June 1986 - June 1991
Skills
Securities, Personal Financial..., Fixed Annuities, Financial Advisory, Wealth Accumulation, Retirement, 401k Rollovers, Retirement Planning, Investment Advisory..., Saving for Education, Financial Services, Asset Allocation, Insurance, Investments
Education
University of California, Berkeley
Bachelor of Science (BS), Forest Management/Forest Resources Management
SagePoint Financial, Inc. June 1993 - Present
U.S. Securities Clearing Corp. June 1991 - June 1993
Waddell & Reed June 1986 - June 1991
Skills
Securities, Personal Financial..., Fixed Annuities, Financial Advisory, Wealth Accumulation, Retirement, 401k Rollovers, Retirement Planning, Investment Advisory..., Saving for Education, Financial Services, Asset Allocation, Insurance, Investments
Education
University of California, Berkeley
Bachelor of Science (BS), Forest Management/Forest Resources Management
Tina M. Lee's SagePoint Financial, Inc. Experience January 2007 - Present
Job Owner, Chew & Lee Accounting Group
Industry Accounting
Experience
Chew & Lee Accounting Group January 2007 - Present
Sagepoint Financial, Inc. January 2007 - Present
Distinctive Services January 1998 - Present
Skills
Accounting, Tax Preparation, Corporate Tax, QuickBooks, Public Speaking
Education
Tabor College 2001 — 2004
Chew & Lee Accounting Group January 2007 - Present
Sagepoint Financial, Inc. January 2007 - Present
Distinctive Services January 1998 - Present
Skills
Accounting, Tax Preparation, Corporate Tax, QuickBooks, Public Speaking
Education
Tabor College 2001 — 2004
Jewels Howard Jewels Howard's SagePoint Financial, Inc. Experience January 2007 - December 2009
Job Resident Director at University of Arkansas Fort Smith
Industry Higher Education
Experience
University of Arkansas - Fort Smith June 2015 - Present
McMurry University June 2013 - May 2015
McMurry University August 2011 - May 2013
Texas Christian University January 2010 - May 2011
Texas Christian University May 2009 - May 2011
Moncrief, Samuelson/Carter, King/Wright Halls January 2007 - May 2011
Texas Christian University October 2008 - December 2009
SagePoint Financial, Inc. January 2007 - December 2009
Bennigan's Grill and Tavern May 2008 - November 2008
Main Event Entertainment March 2005 - April 2008
Skills
Customer Service, Microsoft Excel, Time Management, Microsoft Word, Training, Team Building, Public Speaking, Event Planning, Program Management, Higher Education, Social Networking, Advertising, Community Outreach, Staff Development, Management, Social Media, Microsoft Office
Education
Texas Christian University 2007 — 2011
Bachelor of Arts, Language Studies in German
McNeil High School 2003 — 2007
High School Diploma
University of Arkansas - Fort Smith June 2015 - Present
McMurry University June 2013 - May 2015
McMurry University August 2011 - May 2013
Texas Christian University January 2010 - May 2011
Texas Christian University May 2009 - May 2011
Moncrief, Samuelson/Carter, King/Wright Halls January 2007 - May 2011
Texas Christian University October 2008 - December 2009
SagePoint Financial, Inc. January 2007 - December 2009
Bennigan's Grill and Tavern May 2008 - November 2008
Main Event Entertainment March 2005 - April 2008
Skills
Customer Service, Microsoft Excel, Time Management, Microsoft Word, Training, Team Building, Public Speaking, Event Planning, Program Management, Higher Education, Social Networking, Advertising, Community Outreach, Staff Development, Management, Social Media, Microsoft Office
Education
Texas Christian University 2007 — 2011
Bachelor of Arts, Language Studies in German
McNeil High School 2003 — 2007
High School Diploma
Ross Rettenmier Ross Rettenmier's SagePoint Financial, Inc. Experience June 1998 - Present
Job Registered Principal and Representative at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. June 1998 - Present
Summit Timber Company (now part of Hampton Affiliates) July 1982 - June 1998
Moss Adams LLP September 1980 - July 1982
Education
Gonzaga University 1975 — 1979
Bachelor of Arts and Science, Accounting
SagePoint Financial, Inc. June 1998 - Present
Summit Timber Company (now part of Hampton Affiliates) July 1982 - June 1998
Moss Adams LLP September 1980 - July 1982
Education
Gonzaga University 1975 — 1979
Bachelor of Arts and Science, Accounting
Cory Schmelzer's SagePoint Financial, Inc. Experience 2004 - Present
Job Founder and Financial Life Planner at San Diego Wealth Management, LLC
Industry Financial Services
Experience
San Diego Wealth Management January 2004 - Present
SagePoint Financial, Inc 2004 - Present
Pacific Alliance Advisors, LLC January 2004 - January 2010
Bird Rock Community Council 2000 - 2007
Wachovia Securities July 2003 - January 2004
Prudential Securities August 1997 - June 2003
Skills
Strategic Financial..., Retirement, Wealth Management, Investments, Retirement Planning, Tax, Strategic Planning, Asset Management, Small Business, Marketing, Financial Advisory, Investment Advisory, Series 7, Estate Planning, Portfolio Management, Personal Finance, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
2005, Masters Degree in Finance
University of San Diego 1992 — 1996
1996, English Literature
West Springfield High School 1989 — 1992
1992, High School Diploma
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
San Diego Wealth Management January 2004 - Present
SagePoint Financial, Inc 2004 - Present
Pacific Alliance Advisors, LLC January 2004 - January 2010
Bird Rock Community Council 2000 - 2007
Wachovia Securities July 2003 - January 2004
Prudential Securities August 1997 - June 2003
Skills
Strategic Financial..., Retirement, Wealth Management, Investments, Retirement Planning, Tax, Strategic Planning, Asset Management, Small Business, Marketing, Financial Advisory, Investment Advisory, Series 7, Estate Planning, Portfolio Management, Personal Finance, Mutual Funds
Education
San Diego State University-California State University 2003 — 2005
2005, Masters Degree in Finance
University of San Diego 1992 — 1996
1996, English Literature
West Springfield High School 1989 — 1992
1992, High School Diploma
Virginia Polytechnic Institute and State University
Virginia Polytechnic Institute and State University
Jeff Rossini Jeff Rossini's SagePoint Financial, Inc. Experience November 2006 - 2009
Job Marketing Manager at Aegis Sciences Corporation
Industry Financial Services
Experience
Aegis Sciences Corporation November 2013 - Present
Pinnacle Financial Partners 2009 - October 2013
SagePoint Financial, Inc. November 2006 - 2009
Skills
Strategic Communications, Webmaster Services, Branding & Identity, Integrated Marketing, Marketing, Marketing Communications, Newsletters, Public Relations, Social Media Marketing, Social Media, Marketing Strategy, Email Marketing, Content Management, Digital Marketing
Education
Auburn University 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Aegis Sciences Corporation November 2013 - Present
Pinnacle Financial Partners 2009 - October 2013
SagePoint Financial, Inc. November 2006 - 2009
Skills
Strategic Communications, Webmaster Services, Branding & Identity, Integrated Marketing, Marketing, Marketing Communications, Newsletters, Public Relations, Social Media Marketing, Social Media, Marketing Strategy, Email Marketing, Content Management, Digital Marketing
Education
Auburn University 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Jim Godoy Jim Godoy's SagePoint Financial, Inc. Experience July 2010 - March 2013
Job Relationship Manager Supervision and Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Royal Alliance Associates INC June 2014 - March 2015
Royal Alliance Associates INC March 2013 - June 2014
SagePoint Financial, Inc. July 2010 - March 2013
Willis Consulting, Inc. April 2010 - July 2010
United Planners Financial Services October 2007 - April 2010
AIG Financial Advisors December 2003 - October 2007
United Planners Financial Services October 2001 - November 2003
Charles Schwab July 2000 - July 2001
TD Waterhouse April 1998 - April 2000
Skills
Financial Advisor..., OSJ Supervision, Relationship Management, Supervision, Recruiting, Investments, Equities, Financial Services, Series 63, Mutual Funds, Series 7, Wealth Management, Finance, Leadership, Management, Investment Advisory, Securities
Education
Mesa Community College
General
Charles Schwab March 2015 - Present
Royal Alliance Associates INC June 2014 - March 2015
Royal Alliance Associates INC March 2013 - June 2014
SagePoint Financial, Inc. July 2010 - March 2013
Willis Consulting, Inc. April 2010 - July 2010
United Planners Financial Services October 2007 - April 2010
AIG Financial Advisors December 2003 - October 2007
United Planners Financial Services October 2001 - November 2003
Charles Schwab July 2000 - July 2001
TD Waterhouse April 1998 - April 2000
Skills
Financial Advisor..., OSJ Supervision, Relationship Management, Supervision, Recruiting, Investments, Equities, Financial Services, Series 63, Mutual Funds, Series 7, Wealth Management, Finance, Leadership, Management, Investment Advisory, Securities
Education
Mesa Community College
General
Kimberly Krueger's SagePoint Financial, Inc. Experience October 2005 - December 2007
Job Financial Planner
Industry Financial Services
Experience
Krueger Financial Services April 2010 - Present
SagePoint Financial December 2007 - April 2010
SagePoint Financial, Inc. October 2005 - December 2007
Skills
Series 7, Series 63, Series 24, Series 4, Series 53, Series 66, Certified Financial..., Life & Health Insurance...
Education
College for Financial Planning 2009 — 2010
Financial Planning and Services
Arizona State University
BA, Elementary Education
Arizona State University
Minor in Business, BA
Krueger Financial Services April 2010 - Present
SagePoint Financial December 2007 - April 2010
SagePoint Financial, Inc. October 2005 - December 2007
Skills
Series 7, Series 63, Series 24, Series 4, Series 53, Series 66, Certified Financial..., Life & Health Insurance...
Education
College for Financial Planning 2009 — 2010
Financial Planning and Services
Arizona State University
BA, Elementary Education
Arizona State University
Minor in Business, BA
David Rodriguez, CFP® David Rodriguez, CFP®'s SagePoint Financial, Inc. Experience March 2004 - Present
Job Registered Principal at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. March 2004 - Present
Skills
Retirement Planning, IRAs, 401k Rollovers
Education
Texas State University 1990 — 1995
BBA, Accounting
SagePoint Financial, Inc. March 2004 - Present
Skills
Retirement Planning, IRAs, 401k Rollovers
Education
Texas State University 1990 — 1995
BBA, Accounting
David J. Sullwold, CFP®, LUTCF David J. Sullwold, CFP®, LUTCF's SagePoint Financial, Inc. Experience September 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
SagePoint Financial, Inc. September 2004 - Present
SagePoint Financial September 2004 - Present
Skills
Financial Services, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Finance, Business Planning, Investments, Strategic Financial..., Small Business, Securities, Insurance, Portfolio Management, Wealth Management, Mutual Funds, FINRA, Series 7, Life Insurance
Education
College for Financial Planning 1993 — 1998
Certified Financial Planning Practicioner, Financial Planning, Certified
Oregon State University 1977 — 1980
Bachelor of Science, Fisheries Science
SagePoint Financial, Inc. September 2004 - Present
SagePoint Financial September 2004 - Present
Skills
Financial Services, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Finance, Business Planning, Investments, Strategic Financial..., Small Business, Securities, Insurance, Portfolio Management, Wealth Management, Mutual Funds, FINRA, Series 7, Life Insurance
Education
College for Financial Planning 1993 — 1998
Certified Financial Planning Practicioner, Financial Planning, Certified
Oregon State University 1977 — 1980
Bachelor of Science, Fisheries Science
Jeff Brecht's SagePoint Financial, Inc. Experience July 2007 - Present
Job Financial Advisor, SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. July 2007 - Present
HRBFA April 2004 - January 2007
Edward Jones April 2002 - December 2003
SicolaMartin 1999 - 2002
Colle & McVoy 1995 - 1998
Skills
Investments, Mutual Funds, Securities, Fixed Annuities, Financial Services, Financial Advisory, Insurance, Finance, FINRA, Bonds, Small Business, IRAs, 529 Plans, Strategic Financial..., 401k, Portfolio Management, Stocks, Customer Service, Risk Management, Retirement Planning
Education
California State University-Northridge 1984 — 1990
BA
Adolfo Camarillo High School 1983 — 1984
Roncalli High School 1981 — 1983
SagePoint Financial, Inc. July 2007 - Present
HRBFA April 2004 - January 2007
Edward Jones April 2002 - December 2003
SicolaMartin 1999 - 2002
Colle & McVoy 1995 - 1998
Skills
Investments, Mutual Funds, Securities, Fixed Annuities, Financial Services, Financial Advisory, Insurance, Finance, FINRA, Bonds, Small Business, IRAs, 529 Plans, Strategic Financial..., 401k, Portfolio Management, Stocks, Customer Service, Risk Management, Retirement Planning
Education
California State University-Northridge 1984 — 1990
BA
Adolfo Camarillo High School 1983 — 1984
Roncalli High School 1981 — 1983
Steven Stremick's SagePoint Financial, Inc. Experience 1999 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
SagePoint Financial, Inc 1999 - Present
Education
North Dakota State University 1975 — 1979
SagePoint Financial, Inc 1999 - Present
Education
North Dakota State University 1975 — 1979
Jonathan Zweifel's SagePoint Financial, Inc. Experience July 2006 - Present
Job Senior Vice President, Investments at SagePoint Financial Advisors
Industry Financial Services
Experience
SagePoint Financial, Inc July 2006 - Present
H & R Block Financial Advisors February 1999 - July 2006
Skills
Financial Analysis, 401k Rollovers, Series 7, Retirement Planning, Series 65, Investment Advisory, College Savings Plans, Series 63, Wealth Management..., Wealth Management, Certified Financial...
Education
Arizona State University 1996 — 1999
Bachelor of Science (B.S.), Finance, minor russian
SagePoint Financial, Inc July 2006 - Present
H & R Block Financial Advisors February 1999 - July 2006
Skills
Financial Analysis, 401k Rollovers, Series 7, Retirement Planning, Series 65, Investment Advisory, College Savings Plans, Series 63, Wealth Management..., Wealth Management, Certified Financial...
Education
Arizona State University 1996 — 1999
Bachelor of Science (B.S.), Finance, minor russian
Bette Grace's SagePoint Financial, Inc. Experience January 2002 - Present
Job Partner, Certified Public Accountant/Certified Fraud Examiner at Grace & Associates, CPAs; Registered Investment Advisor
Industry Accounting
Experience
Grace & Associates, CPAs October 1995 - Present
SagePoint Financial, Inc. January 2002 - Present
Ridgemark Golf and Country Club January 1997 - January 2002
Ridgemark Golf and Country Club October 1992 - July 1995
Hollister Disposal, Ajax Portables, John Smith Landfill March 1983 - October 1992
Skills
Auditing, Certified Fraud Examiner, Microsoft Excel, Microsoft Word, Peachtree, Certified Public..., Wealth Management..., Chief Financial Officer..., Chief Accounting..., Financial Accounting, Certified in Financial..., Business Management, Controllership Functions, Financial Reporting, Microsoft Office, Profx Engagement, Quickb, MAS 90, Great Plains, Strategic Financial..., Asset Allocation, Account Reconciliation, Accounting, Budgets, Business Valuation, CPA, Cost Accounting, Finance, Financial Analysis, Financial Statements, Forensic Accounting, GAAP, General Ledger, Internal Audit, Internal Controls, Management, Managerial Finance, QuickBooks, Revenue Recognition, Tax, Tax Preparation, Mas 90, Accountants, Cash Flow
Education
San Jose State University
Master, Business Administration; Taxation
San Jose State University
Bachelor of Science, Accounting
Gavilan College 1977 — 1992
AA, Accounting
Continuing Professional Education
Grace & Associates, CPAs October 1995 - Present
SagePoint Financial, Inc. January 2002 - Present
Ridgemark Golf and Country Club January 1997 - January 2002
Ridgemark Golf and Country Club October 1992 - July 1995
Hollister Disposal, Ajax Portables, John Smith Landfill March 1983 - October 1992
Skills
Auditing, Certified Fraud Examiner, Microsoft Excel, Microsoft Word, Peachtree, Certified Public..., Wealth Management..., Chief Financial Officer..., Chief Accounting..., Financial Accounting, Certified in Financial..., Business Management, Controllership Functions, Financial Reporting, Microsoft Office, Profx Engagement, Quickb, MAS 90, Great Plains, Strategic Financial..., Asset Allocation, Account Reconciliation, Accounting, Budgets, Business Valuation, CPA, Cost Accounting, Finance, Financial Analysis, Financial Statements, Forensic Accounting, GAAP, General Ledger, Internal Audit, Internal Controls, Management, Managerial Finance, QuickBooks, Revenue Recognition, Tax, Tax Preparation, Mas 90, Accountants, Cash Flow
Education
San Jose State University
Master, Business Administration; Taxation
San Jose State University
Bachelor of Science, Accounting
Gavilan College 1977 — 1992
AA, Accounting
Continuing Professional Education
Sunoco Employee Networking Group's SagePoint Financial, Inc. Experience November 2007 - Present
Job Financial Advisor at SagePoint Financial Inc.
Industry Investment Management
Experience
Sunoco, GSK, and Merck Employee Networking Groups January 2011 - Present
Vilord Wealth Advisors November 2007 - Present
SagePoint Financial Inc. November 2007 - Present
Morgan Stanley April 2001 - September 2007
Education
Eastern University 1994 — 1998
Business and Finance
Sunoco, GSK, and Merck Employee Networking Groups January 2011 - Present
Vilord Wealth Advisors November 2007 - Present
SagePoint Financial Inc. November 2007 - Present
Morgan Stanley April 2001 - September 2007
Education
Eastern University 1994 — 1998
Business and Finance