6540 Lusk Boulevard
Angela brings over 20 years of experience in the financial industry to the work she provides. Beginning her career for AAA, she also trained at Morgan Stanley and has since experienced a multitude of achievements. Angela proudly puts...
(858) 558-2090 x6
Chris has been securities registered since April of 2006 with SagePoint Financial, Inc. In addition to his securities registrations, Chris works in the Human Resources Department at UCSD. Registrations General Securities...
(858) 558-2090 x7
David has been working in the securities industry since 1992 and with SagePoint Financial since 2000. He maintains a clear regulatory record and is an investment advisor representative in the state of California. David provides...
(858) 558-2090 x4
Dave is a registered representative and investment advisor representative with SagePoint Financial, Inc. He has been engaged in the investment banking or securities business since 1990. Prior to making a career switch to the securities...
(858) 558-2090 x2
After growing up in New Hampshire and going to colleges in Boston and Denver, I decided I wanted to live in a warmer climate. I moved to San Diego shortly after finishing graduate school. Not long after arriving in San Diego, I started...
(858) 558-2090 x5
I became securities registered in 1991 and have broad experience in the field of investments and retirement planning. The focus of my practice is helping investors generate the most income from their portfolios while...
(858) 558-2090 x3
Helen has been securities registered since January of 1984 and helped start their branch with Sage Point Financial, Inc. with her husband Dennis in early 2000. Helen has been a licensed tax professional for over 30 years and...
Thomas J. Minegar, founder and president of Minegar Financial in Carlsbad, California has a long and distinguished history of helping clients preserve and protect their wealth. Tom achieves this goal through a variety of financial...