Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael P. Christensen is an Investment Advisor Representative at Sage Financial Advisors Inc. located in Scottsdale, AZ. Michael has been in the industry for over 5 years and has a Series 65 license. Michael specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael provides financial planning, tax preparation, planning, and compliance, educational seminars, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation, planning, and compliance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees
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AZ
01/11/2024 - Present
Sage Financial Advisors Inc. (SCOTTSDALE AZ)
IA
Issued 11/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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