Marshall Eichenauer Jr. Cima® Email and Phone Number
Marshall Eichenauer Jr. Cima® work email
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Marshall Eichenauer Jr. Cima® personal email
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As the Founder of Sagent Wealth Management, I am a financial advisor who leads a dedicated team committed to guiding our clients through their financial journey with expertise and care. From managing IRAs, 401(k)s, and various investment accounts to crafting comprehensive financial plans through our complimentary Sagent|Financial Checkup. We cover a broad array of wealth management services.We are also well-versed in estate planning and can work with you to ensure your assets transition seamlessly to your desired beneficiaries. Whether it's structuring your will, establishing a living trust, or drafting essential estate planning documents, we're here to provide personalized guidance every step of the way.Are you ready to talk to an experienced and professional team that strives to provide the highest level of customer service available? Click the "Book an Appointment" button above to book your appointment with me today.I look forward to speaking with you soon.Warmest regards,Marshall
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Owner - Investment AdvisorSagent Wealth Management Aug 2008 - PresentOrange County, California AreaAt Sagent Wealth Management, we understand that every client faces unique financial challenges. By providing bespoke financial planning, investment advice, estate planning services, we help our clients navigate the complexities of wealth management and plan for thefuture.We believe in proactive financial management and strive to provide our clients with the tools and knowledge they need to make financial decisions confidently.Our complimentary financial check-ups are designed to evaluate your investments, review your estate plan, and provide long-term financial projections.If you’re seeking a trusted wealth advisor to guide you on your financialjourney, let’s chat.
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Senior Vice PresidentUbs Dec 1996 - Aug 2008Orange County, California AreaAs a Senior Vice President at UBS, I had the privilege of managing a team of highly skilled Investment Advisors and Client Service Associates. Together we sought to provide exceptional Investment Advice, Estate Planning, and Financial Planning services to our UBS clientele.In recognition of my contributions, I was selected as one of only twelve UBS Financial Advisors to meet quarterly with senior UBS management. This opportunity allowed me to advise, inform, and collaborate on various firm initiatives. Additionally, I am proud to have been a member of the prestigious UBS Presidents Club, which recognized top performing UBS Financial Advisors for their achievements.As a UBS Financial Advisor, I consistently strived to deliver personalized solutions that aligned with my clients' unique financial goals by leveraging my expertise and the resources available to me at UBS. -
Financial AdvisorSmith Barney Feb 1993 - Dec 1996As a Financial Advisor at Smith Barney, I had the privilege of offering wealth management solutions to a diverse range of clients. With a focus on Investment Advice, Estate Planning, and Financial Planning, I helped individuals and families plan for their financial future.My focus was on guiding clients through the complexities of investment management and financial planning in an effort to help them make more informed decisions that were tailored to their unique needs and aspirations. By analyzing market trends, conducting research, and staying up-to-date with industry developments, I worked to provide insights that might help clients maximize their investment portfolios and mitigate risk. Working hand in hand with my client’s attorney’s, I also focused on estate planning in an effort to help clients to transfer their wealth to their beneficiaries more efficiently. Throughout my tenure at Smith Barney, I consistently ranked in the top 10% of my training class. -
Assistant Superintendent | Project Manager | Vice President Land AcquisitionHome Building Jan 1984 - Feb 1993Held various positions with residential home builders in Phoenix, Arizona and Orange County, California. Acted as Assistant Superintendent; responsible for overseeing construction, Project Manager; responsible for obtaining governmental approvals, bidding projects, hiring contractors and managing construction of subdivisions and Vice President of Land Acquisition; acquiring land for residential subdivisions. Employers included; UDC Homes, J.M. Peters Company and Brighton Homes.
Marshall Eichenauer Jr. Cima® Skills
Marshall Eichenauer Jr. Cima® Education Details
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Certified Investment Management Analyst® -
Finance, General
Frequently Asked Questions about Marshall Eichenauer Jr. Cima®
What company does Marshall Eichenauer Jr. Cima® work for?
Marshall Eichenauer Jr. Cima® works for Sagent Wealth Management
What is Marshall Eichenauer Jr. Cima®'s role at the current company?
Marshall Eichenauer Jr. Cima®'s current role is Owner - Investment Advisor.
What is Marshall Eichenauer Jr. Cima®'s email address?
Marshall Eichenauer Jr. Cima®'s email address is ma****@****tal.net
What is Marshall Eichenauer Jr. Cima®'s direct phone number?
Marshall Eichenauer Jr. Cima®'s direct phone number is +194937*****
What schools did Marshall Eichenauer Jr. Cima® attend?
Marshall Eichenauer Jr. Cima® attended Wharton Executive Education, Arizona State University.
What are some of Marshall Eichenauer Jr. Cima®'s interests?
Marshall Eichenauer Jr. Cima® has interest in When Not Working, Children, Cubmaster, Education, Arts And Culture, Health.
What skills is Marshall Eichenauer Jr. Cima® known for?
Marshall Eichenauer Jr. Cima® has skills like Wealth Management, Investments, Strategic Financial Planning, Estate Planning, Financial Services, Investment Management, Financial Advisory, Mutual Funds, Finance, Retirement Planning, Series 65, Asset Allocation.
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