Unclaimed
William Christensen is a financial advisor at Sage Financial Advisors Inc., a registered investment advisor. William is licensed to provide investment advice in Arizona. William has been working in the financial industry since 2022. William's firm, Sage Financial Advisors Inc., specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals. William's firm also offers tax preparation, planning, and compliance services.
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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2
AZ
02/05/2024 - Present
Sage Financial Advisors Inc. (SCOTTSDALE AZ)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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