Broker Check

Julie E. Sagatelian

Financial Advisor

626.356.7556

99 S Lake Avenue, Suite 501
Pasadena, CA 91101

jsagatelian@wradvisors.com

Make a plan to fund your future

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

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.

<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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<p>Understanding Marginal Income Tax Brackets</p>

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Questions? Let's connect

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