Broker Check

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.

Learn More

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.

Learn more

Helpful content

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

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!