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Julie E. Sagatelian

Financial Advisor

626.356.7556

301 North Lake Avenue, Suite 350
Pasadena, CA 91101

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Questions? Let's connect

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