SageCrest Wealth Management
Financial ServicesView the employees at
SageCrest Wealth Management-
Marlene Malchow Assistant at SageCrest Wealth Management
-
San Mateo, California, United States
-
Rising Star
Rachael Mendez Operations and Marketing Coordinator at SageCrest Wealth Management-
San Mateo
-
Rising Star
Martha Avey Policy Services Specialist at SGC Financial & Insurance Services-
San Francisco Bay Area
-
Top 10%
Anthony DiRegolo, CFP®, CLU®, ChFC® Wealth Advisor at SageCrest Wealth Management-
San Francisco Bay Area
-
Rising Star
Jerald Henderson, CFP®, ChFC, CLU, CFS Controller, Vice President of Investment Operations, LPL Registered Administrative Assistant at SageCrest Wealth Management-
Rising Star
Overview
Since 1950, the SageCrest team has focused on building relationships that enable us to deliver two essentials to every client: financial confidence about their financial life, and freedom to spend more time doing what they love. Our clients tell us that they value having long-term partnerships with our advisors, who stand beside them in good times and in volatile times. Helping you stay calm and centered — and guiding you through smart decisions when unplanned changes happen — is a key part of what we do. We'll collaborate with you to streamline the complexities of your finances, build a plan that evolves as your life evolves, and give you confidence in your financial future. And we put a team of specialists to work for you in pursuit of your goals. As true financial planners, our goal isn't to sell you products or services. Instead, the core of our practice is understanding your dreams, your fears, and your priorities — and using our specialization to build a proactive plan that addresses everything that's important to you.
-