Sagient
Financial Services
8383 Wilshire Blvd
58 employees
- Employees
- 58
- Contacts
- 4
- Emails
- 4
Sagient Overview
- Headquarters
- 8383 Wilshire Blvd
- Website
- sagientfs.com
- Industry
- Financial Services
- Employees
- 58
- Founded
- 1911
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Sagient
We believe that there is no one-size-fits-all solution when it comes to financial planning. Before we discuss any financial plan with you, we want to understand your current financial situation, your goals for the future, your retirement plans, and your desire to leave a lasting legacy. At Sagient, knowledge is the key. Our name derives from the Latin word meaning "those who know or perceive quickly." We believe in getting to know our clients on a deep level so that we can provide personalized financial guidance that is tailored to your specific needs in an ever-changing world. Our success lies in combining the wisdom gained from our heritage with innovative insights to help shape your future. Trust us to guide you towards a financially secure future. -- Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 8383 Wilshire Blvd., #600, Beverly Hills, CA 90211, Phone (323) 965-6300. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.
Sagient Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Sagient Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ben David, Fscp® | Beverly Hills, California, United States |
Email
|
|
| Paul Karlitz, Clu®, Chfc®, Bfa™, Cltc, Lutcf | CEO at Sagient and Pacific Reach Specializing in Financial Planning - Estate Planning - Wealth Management | Beverly Hills, California, United States |
Email
|
| Candace Seto, Chfc, Clu | Financial Planning - Cash Flow & Retirement Planning - Estate Planning - Wealth Management | Honolulu, Hawaii, United States |
Email
|
| Robert Sarkissian | Registered Investment Advisor, Cfp® | Beverly Hills, California, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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