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.

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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.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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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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