Sage Casaga, CFP®

Sage Casaga, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor at Gerber Kawasaki Wealth & Investment Management. He provides personalized financial planning, tax-efficient strategies, and long-term investment management for small business owners, tech professionals, and highly motivated families. Clients appreciate his thoughtful, grounded approach and his ability to simplify complex financial decisions, turning them into actionable strategies. 

Sage’s passion for financial literacy began at a young age, shaped by his upbringing around hard-working small business owners. He quickly learned that high income didn’t always translate to financial security, and that making money work hard for you, was just as important. Far too few people had access to quality financial guidance, and that motivated Sage to read investing and finance books, sparking a lifelong mission to help families stop living paycheck to paycheck and start building lasting wealth. 

Sage earned his degree in Business Finance with a minor in Psychology from Cal Poly San Luis Obispo, where he co-managed the university’s endowment fund and competed in the CFA Research Challenge. He was also a Division 1 student-athlete on the NCAA golf team and served as a representative in the student-athlete community. Sage’s early career involved working with high-net worth individuals, focusing on advanced investment management and tax planning strategies. These experiences solidified his belief in the importance of financial literacy and his commitment to helping families gain control over their finances and plan confidently for their future.

At Gerber Kawasaki, Sage has built a rapidly growing client base through effective planning and deep empathy for his clients. His goal is to help others make well-informed financial decisions, reduce financial stress, and live the life they envision - whether that means buying a home, exiting a business to retire, sending kids to college, transferring wealth, or simply enjoying a greater peace of mind. 

When Sage isn’t sharing his Sage advice, he enjoys barbecuing, watching Lakers games, spending time outdoors, and playing sports with friends and family.

Designation Disclaimers

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

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Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

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https://www.finra.org/investors/professional-designations/cfp