Founder of Sage Path Solutions
I started my career in 1986, working for a large insurance and wealth management firm. I learned a lot during my time with them. Mostly, I learned that they were more concerned with how much money I made for them, and not for my clients. Had I stayed with them another 16.5 months, they would have doubled my pension. I couldn’t do it – not one more day.
Sage Path Solutions has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]
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