1. CA
  2. San Diego
  3. Financial Consultant

Sage Path Solutions

 
3530 Camino Del Rio North Suite 202
San Diego, CA 92108
(619) 501-6011
financial consultant
www.sagepathsolutions.com
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Today: 8:00 AM to 5:00 PM
bn@sagepathsolutions.com
It Begins With Your Story
You are unique. Your financial plan should be too. We start your planning process by listening to what’s important to you and what makes you tick. Then we roll up our sleeves to create a game plan and an investment strategy that fits your needs.

But let’s not stop there. Our relationships are long term. We keep you on track with regular reviews so that we can talk about the changing markets, what’s happening in your life, and we look for planning gaps that may need attention.
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Written Financial Plan
Asset Management
Risk Assessment
Tax Planning
Estate Planning
Divorce Financial Analysis

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