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.

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Learn More

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.
Learn More

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!