Financial Pointe

Our Mission: To deliver exceptional service while creating and implementing a comprehensive financial plan to help our clients feel confident, free, and successful. Our Clients: Our clients are successful people who have not had the time, expertise, or inclination to manage their finances as professionally as they manage their careers and businesses. They are experiencing a gap among the services offered by traditional advisors…we assist them in filling that gap. We serve a great variety of individuals and businesses from throughout Southern California, including but not limited to: Physicians, Executives, CPA’s, Attorneys, Widows, Divorcees, Mature Families, and Business Owners. We serve clients from throughout the Southland, including Ventura County, Los Angeles, the San Fernando Valley, Conejo Valley, Thousand Oaks, Newbury Park, Westlake Village, Agoura Hills, Calabasas, Malibu, Simi Valley, Moorpark, and other nearby communities. Financial Pointe 805-499-3570 Securities and investment advisory services offered through SagePointFinancial Inc. member FINRA and SIPC - registered investment advisor Securities may lose value. Not FDIC/NCUA insured. Not bank or credit union generated. Financial Pointe is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor. SagePoint Financial Inc. does not offer tax advice.