Sage was born and raised in Southern California and graduated Cum Laude from California Polytechnic State University. He earned his Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Psychology.
Passionate about finance, he co-managed approximately $750,000 of 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's motivation for investing began at a young age by studying personal finance books and learning how to invest. As a student, he realized that many of his peers and families have not properly saved for college, retirement, or other personal life goals. Sage first gained experience in the industry by providing asset management and tax planning services to high-net-worth individuals and small business owners. Part of his attraction to Gerber Kawasaki is its unique programs tailored for all different financial backgrounds to help them grow their wealth and achieve their goals.
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.