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>Is a Variable Annuity Right for Me?</p>

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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<p>What Do Your Taxes Pay For?</p>

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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<p>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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