Client Services Associate/Paraplanner
Current
Sep 2024 - Present
AeroLeads people directory · profile
Sage Vincent Email & Phone Number
Client Services Associate/Paraplanner
at
PortSalus Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate/Paraplanner
Location
Garden Grove, California, United States
Who is Sage Vincent? Overview
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Quick answer
Sage Vincent is listed as Client Services Associate/Paraplanner at PortSalus Wealth Management, based in Garden Grove, California, United States. AeroLeads shows a matched LinkedIn profile for Sage Vincent.
Sage Vincent previously worked as Team Lead at Nightlight Christian Adoptions and Program Coordinator- Snowflakes Client Services Assistant at Nightlight Christian Adoptions. Sage Vincent holds Bachelor'S Degree, International Business from Biola University Crowell School Of Business.
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PortSalus Wealth Management
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Profile bio
About Sage Vincent
Client Services Associate/Paraplanner with PortSalus Wealth Management. Summa Cum Laude graduate from Biola University with a B.A. in Intercultural Studies and a B.S. in Business Administration with concentrations in Interdisciplinary Education and International Business. Alumna of the Torrey Honors College.
Current workplace
Sage Vincent's current company
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8 roles
Sage Vincent work experience
A career timeline built from the work history available for this profile.
Team Lead
Mar 2022 - May 2024
Program Coordinator- Snowflakes Client Services Assistant
Aug 2021 - Feb 2022
Amplified Planning Externship
-Virtual, asynchronous 8-week program. Approximately 20 hours per week. -Watched real client meetings, conducted financial analyses, and developed client deliverables on money Advisor, including completing eMoney certification in eMoney Advisor.-Gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, all of which included live sessions with representatives from each company. -Learned planning perspectives and best practices from 50+ industry experts.
Jun 2023 - Aug 2023
Biola Chapter Intern & Lead Coach
Aug 2018 - Sep 2021
Office Assistant
Crossroads Worship Center
May 2021 - Jul 2021
Teaching Assistant
Teaching Assistant for Foundations of Global Studies course in the Cook School of Intercultural Studies at Biola University.
Aug 2020 - Jan 2021
Teaching Intern
In 2019, I had the privilege of spending 6 weeks on a remote farm in Mkushi, Zambia teaching English, math, Zambian history, religion, and technology in a 3rd grade classroom. My students' primary language was Bemba, many of them with little, to no, English fluency. Acting as a full-time teacher in a multi-lingual classroom was a fun challenge. Watching my students smile, laugh, and grow each day in the classroom was an experience for which I will never take for granted.
Jun 2019 - Jul 2019
4 education records
Sage Vincent education
Bachelor'S Degree, International Business
Certificate In Financial Planning, Financial Planning And Services
Education record
Intercultural Studies And Business Administration
FAQ
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What company does Sage Vincent work for?
Sage Vincent works for PortSalus Wealth Management.
What is Sage Vincent's role at PortSalus Wealth Management?
Sage Vincent is listed as Client Services Associate/Paraplanner at PortSalus Wealth Management.
Where is Sage Vincent based?
Sage Vincent is based in Garden Grove, California, United States while working with PortSalus Wealth Management.
What companies has Sage Vincent worked for?
Sage Vincent has worked for Portsalus Wealth Management, Nightlight Christian Adoptions, Amplified Planning, National School Project, and Crossroads Worship Center.
How can I contact Sage Vincent?
You can use AeroLeads to view verified contact signals for Sage Vincent at PortSalus Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sage Vincent attend?
Sage Vincent holds Bachelor'S Degree, International Business from Biola University Crowell School Of Business.
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