Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Bargetto is a financial advisor with Sage Financial Advisors Inc. Sharon has been working in the financial services industry since 1992. Sharon holds the Series 65 license and has been registered with the state of California since 2007. Sharon is a Certified Financial Planner™ professional and also offers tax preparation, planning, and compliance services. Sharon's clients include high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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
1
2
CA
05/02/2007 - Present
Sage Financial Advisors Inc. (SCOTTS VALLEY CA)
IA
Issued 06/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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