SageView Advisory Group - Irvine, CA
 
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National Resources

Heather  Birkin

Heather Birkin

Compliance Associate

Christopher M. Donnelly

Christopher M. Donnelly, QPFC

Chief Advisory Services Officer

Kathryn  Coen

Kathryn Coen

SageView Foundation Director

Amani Green

Amani Green

Vice President, Onboarding and Integration

Julie Katsnelson

Julie Katsnelson

Director of Marketing

Chris Krall

Chris Krall

Executive Assistant

Valerie  McKellar

Valerie McKellar

Investment Analyst

Sharina Merid

Sharina Merid, JD

Chief Compliance Officer

Christina  Pao

Christina Pao

Senior Advisory Services Associate

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor

 

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SageView Advisory Group LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where SageView and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SageView unless a client service agreement is in place.

SageView Advisory Group LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. SageView is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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Contact

SageView Advisory Group
Toll-Free: 800.814.8742
Fax: 949.988.3215

4000 MacArthur Blv
Suite 1050
Newport Beach, CA 92660

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