Topline | Scott Sage

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Scott Sage

President at Sage Financial Innovations

Intro Book

Seasoned financial professional with 34 years of experience in insurance and financial advisory.

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Location

Mission Viejo, California, United States, US

Skills

Insurance
Strategic Planning
Health Insurance
Disability Insurance
Underwriting
Financial Advisory
Life Insurance
Term Life Insurance
Permanent Life Insurance
Investment Advisory
401k
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Scott Sage has 34 years of experience in the financial industry, which is a significant amount of time. He has expertise in multiple areas, including insurance, financial advisory, and investment planning. His experience spans multiple companies, including Lincoln Financial Securities and his own firm, Scott A. Sage and Associates, Inc. Location is Mission Viejo, California, which is in the San Diego metropolitan area. According to the Bureau of Labor Statistics, financial managers in the San Diego area can earn between $150,000 and $250,000 per year. Considering Scott’s level of experience, education, and expertise, I estimate his hourly rate to be around $250. This is slightly higher than the average rate for financial managers in the area, but it reflects his seniority and expertise.

Bio

Generated by

Topline AI

Scott Sage is a seasoned financial professional with 34 years of experience in insurance, strategic planning, and financial advisory. He is a President at Sage Financial Innovations and Scott A. Sage and Associates, Inc., and has expertise in insurance, including life, disability, and term life insurance, as well as investment advisory and 401k planning. He holds a Bachelor of Science degree in Accounting and Finance from Arizona State University.

Experience

Sage Financial Innovations
- President
  - Feb 2009 - Present
Lincoln Financial Securities, Member SIPC
- Registered Representative
  - Mar 2001 - Present
  Offering securities to residents of AZ, CA, CO, CT, FL, IA, ID, IL, MN, MO, NV, OR, SC, TN, TX & WA . Advisory Services are offered through Representatives of Lincoln Financial Securities to residents of CA. Insurance may be offered through LFS Marketing & Insurance Sales Corporation or other fine companies.Branch Office: 303 E Avenida Cordoba StSan Clemente CA 92762Lincoln Financial Securities, LFS Marketing & Insurance Sales Corporation and Scott A Sage and Associates are separate entities [email protected] LFS -1863434-080317CA Insurance License #0803235
Scott A. Sage and Associates, Inc.
- President
  - Jan 1990 - Present

Education

1977 - 1981

Arizona State University
Bachelor of Science (BS), Accounting and Finance

1977 - 1981

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Risk Management”

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Scott Sage

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100 Credits For FREE

$250.0

Hourly Rate