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.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Questions? Let's connect

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