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Michaela Griggs, Cfp® is listed as Financial Planner at Sage Advisors LLC at Sage Advisors, LLC, a company with 7 employees, based in Edmonds, Washington, United States. AeroLeads shows a matched LinkedIn profile for Michaela Griggs, Cfp®.
Michaela Griggs, Cfp® previously worked as Financial Planner at Sage Advisors, Llc and Client Services at Sage Advisors Llc. Michaela Griggs, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Portland.
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I genuinely believe financial advising is in my DNA. My mother is a high school math teacher, and my father is a marriage and men’s counselor. When you consider the combination of mathematics and people skills I inherited from them, financial advising sure seems like a logical outcome. All kidding aside, I am truly passionate about this field. What excites me the most is helping other young professionals develop a financial plan early on in their careers. Having a plan sooner rather than later develops good stewardship habits early on and provides the opportunity for financial flexibility in the future. Flexibility makes it easier to reach one’s goals without having to stress over financial concerns, which is the ultimate goal of financial planning. As a young adult myself, I have recently walked through, and in some cases am currently walking through, many of the same financial decisions other young professionals face. My fresh understanding of these topics enables me to empathize and to provide education on them in a clear, understandable manner. Additionally, for those financial crossroads I have not yet personally encountered or those with a degree of complexity greater than my current expertise, I have the benefit of drawing on the wisdom of my highly professional, knowledgeable, and experienced team members at Sage Advisors. Every time I meet with a client, I am reminded how much I enjoy coming alongside someone as their trusted advisor. My goal is to get to know my clients personally and to thoroughly understand their goals. From there I work to build a long-term plan based on a long-term relationship that will help my client through the financial decisions faced in each of life’s stages. Outside of the office, you are most likely to find me enjoying Seattle’s often-limited sunshine, planning my next trip to Disneyland, line dancing, or rooting for the Colorado Rockies.
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Edmonds, Washington, United States
My role as a financial advisor at Sage Advisors is to help clients become strong, confident stewards of their resources. I am particularly passionate about coming alongside young professionals so that they can build these habits early in their careers, resulting in increased financial flexibility later in life. As a younger advisor, I understand the.
Client Service Specialist (August 2014 - December 2016)Most of the duties and tasks from being an intern at Sage Advisors continued on in my new role as a client service specialist. In addition, I began to take on responsibilities such as prepping paperwork for clients, registering clients for online access to their accounts, helping with quarterly results.
Floating Teller (June 2011 - July 2014)After high school graduation, Rogue brought me on as a floating teller. On my breaks from college, I worked two to four days a week. As a float, I traveled to multiple branches. This meant I was given the pleasure and challenge of working with multiple sets of tellers, managers, and members. My normal teller.
As a writing assistant, I assisted students of all disciplines at the University of Portland with their writing and writing process in half-hour or hour-long face-to-face sessions. Working on the writing process meant guiding students with tasks from brainstorming up through final editing. The job truly was to guide the other student, not to impose my own.
Other employees you can reach at sageadvisorsllc.com. View company contacts for 7 employees →
Michael Helke
Colleague at Sage Advisors, LlcSammamish, Washington, United States, United States
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Grace Cole
Colleague at Sage Advisors, LlcBainbridge Island, Washington, United States, United States
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Russ Cole
Colleague at Sage Advisors, LlcSeattle, Washington, United States, United States
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Jordan Cole
Colleague at Sage Advisors, LlcSeattle, Washington, United States, United States
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Second major in French Minor in mathematics Study Abroad, IES, Nantes, France Spring Semester 2013
Valedictorian, GPA 4.0
Quick answers generated from the profile data available on this page.
Michaela Griggs, Cfp® works for Sage Advisors, LLC.
Michaela Griggs, Cfp® is listed as Financial Planner at Sage Advisors LLC at Sage Advisors, LLC.
Michaela Griggs, Cfp® is based in Edmonds, Washington, United States while working with Sage Advisors, LLC.
Michaela Griggs, Cfp® has worked for Sage Advisors, Llc, Sage Advisors Llc, Rogue Credit Union, and University Of Portland.
Michaela Griggs, Cfp®'s colleagues at Sage Advisors, LLC include Michael Helke, Grace Cole, Russ Cole, and Jordan Cole.
You can use AeroLeads to view verified contact signals for Michaela Griggs, Cfp® at Sage Advisors, LLC, including work email, phone, and LinkedIn data when available.
Michaela Griggs, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Portland.
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