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Sage Casaga, CFP®

Investment Advisor Representative

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BIO

Sage's curiosity and motivation for investing began at a young age by studying personal finance books and learning how to invest. With personal finance at the pinnacle of many families and relationships, he realized that many have not properly saved and planned for retirement, kids' college, or other personal life goals.

Following his passion for finance, he earned his Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Psychology at California Polytechnic State University where he graduated Cum Laude. Sage co-managed the university's endowment fund and collaborated with a team of analysts for the CFA (Chartered Financial Analyst) Investment Research Challenge. As an accomplished athlete and arduous worker, he competed on the NCAA Division I golf team at Cal Poly and represented the student-athlete body in the San Luis Obispo community.

Sage began his professional career by providing asset management and tax planning services to high-net-worth individuals and small business owners. His early experiences working with high-net-worth families, made him realize the value and importance of teaching financial literacy to clients early on in their wealth-building phases of life. Part of his attraction to Gerber Kawasaki is its unique programs tailored for all different financial backgrounds to help young professionals like himself, reach their financial goals. Since joining Gerber Kawasaki, Sage’s fast growing client base mainly consists of small business owners and professionals in technology, as well as the sports industry. Utilizing his experiences & education in financial analysis, he has become a valuable resource within Gerber Kawasaki's investment committee.

Sage believes developing strong relationships with his clients is the best way to create a financial plan, customized to fit their needs. He understands the inherent financial distress in personal relationships and the challenges of living paycheck to paycheck. His true passion is to help others live a better quality of life through long-term investing and instilling confidence in them for their personal finances. Combined with his knowledge of financial markets and his ability to understand others' needs, Sage's mission is to help others achieve their ever-changing goals and be a resource for any important financial decision.

When not tending to his clients, Sage enjoys spending time with family and friends, the outdoors, barbecuing, playing sports, and watching Lakers games.

Designation Disclaimers

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

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.

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.

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

MEDIA

July 5, 2024

Sage Casaga - High Yield Savings | Gerber Kawasaki

While High Yield Savings have recently been returning impressive results, they still may not be the most valuable investment of your money. This week, GK Financial Advisor Sage Casaga explains how to structure your investments to match your risk tolerance and maximize gains.

May 29, 2024

Sage Advice - Don't Be Like Larry | Gerber Kawasaki

Are you earning .01% at the bank? hand on face emoji Utilize some Sage Advice and learn the benefits of long-term investing.

(We apologize in advance if your name is Larry.)

May 2, 2024

Sage Casaga - Roth Hack | Gerber Kawasaki

What’s better than Sage Advice? Tax-free growth for the rest of your life! There’s a reason why the Roth can be one of the best tools for a client - it works! Reach out to find out more info on how to maximize your retirement and achieve true financial independence.

March 1, 2024

Sage Advice : Vision Pros

If you're a business owner who’s considering purchasing the new Apple Vision Pro, you may be eligible for a tax deduction! Check in with GK Financial Advisor Sage Casaga CFP® for even more ideas on how could save money this tax season!

February 1, 2024

Sage Advise - Save On Taxes AND Stash Money In 2024

Tax season is approaching, but don’t worry, GK Financial Advisor Sage Casaga has you covered! And don’t forget, Gerber Kawasaki now has its own Tax Team to provide you with extra support this April.

September 5, 2023

Sage Advice - CFP Announcement

Feels good to add more CFPs® to the team! Congratulations Sage!

Sources:
CFP® Professional Demographics
How Many Financial Advisors Are in the U.S.? | Finance Strategists

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