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Sage Casaga

Investment Advisor Representative

Phone: 951.234.6573
LinkedIn: sagecasaga
Contact Sage Casaga

for a review of your finances

Contact Sage Casaga

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 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. He realized that many have not properly saved for retirement, kids' college, 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 young professionals like himself, reach their financial goals. In the year and a half since Sage has joined the firm, his fast-growing practice focuses on working with individuals in the technology and sports industries, which has allowed him to be 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.