Sage Financial Advisors Inc Employee Directory

Q: What is Sage Financial Advisors Inc known for?

Sage Financial Advisors Inc was founded in 1999. Sage Financial Advisors Inc operates in the Financial Services industry.

Q: How many employees does Sage Financial Advisors Inc have currently?

Sage Financial Advisors Inc has approximately 5 employees.

Financial ServicesArizona, United States2-10 Employees

We are a fee-based financial advisory firm located in Scottsdale, AZ.  We provide personal financial planning, tax planning, tax compliance and investment advisory services, primarily for high net worth individuals.  We also conduct financial education seminars for physicians and their spouses.  We manage approximately $140,000,000 on a fully discretionary basis and prepare 75-100 personal financial plans per year and approximately 80-100 tax returns per year.

Find Sage Financial Advisors Inc employees' phone numbers or email addresses

Sage Financial Advisors Inc Global Highlights

North America
9

United States Of America
9

Sage Financial Advisors Inc's Leadership

J. C.
Vice President Of Finance And Administration
Mobile Phone
Email
K. C.
President
Mobile Phone
Email
M. C.
Financial Planner
Mobile Phone
Email
A. H.
Cpa
Mobile Phone
Email
A. K.
Executive Assistant
Mobile Phone
Email

Contact profiles from Sage Financial Advisors Inc

Name

Title

Contact Info

Location

Last Update

K. C.
President
Mobile Phone
Email
United StatesArizona
Nov 18, 2025
J. C.
Vice President Of Finance And Administration
Mobile Phone
Email
Oct 18, 2025
M. C.
Financial Planner
Mobile Phone
Email
United StatesArizona
Oct 19, 2025
A. H.
Cpa
Mobile Phone
Email
United StatesArizona
Sep 10, 2025
A. K.
Executive Assistant
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024

Frequently Asked Questions

What is Sage Financial Advisors Inc known for?

Sage Financial Advisors Inc was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 8980 East Raintree Drive, Suite 120; you can contact the main corporate office by phone at

+1-775-771-****

. Explore Sage Financial Advisors Inc's company overview page for more information.

What is Sage Financial Advisors Inc's most common email format?

Sage Financial Advisors Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sage Financial Advisors Inc email formats with LeadIQ.

How many employees does Sage Financial Advisors Inc have currently?

Sage Financial Advisors Inc has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sage Financial Advisors Inc's key employees and leadership?

As of December 2025, Sage Financial Advisors Inc's key employees include:

Vice President Of Finance And Administration: J. C.
President: K. C.
Financial Planner: M. C.
Cpa: A. H.
Executive Assistant: A. K.

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