SageCrest Wealth Management
Financial Services • 
San Mateo, California, United States • 21-50 Employees
Company overview
| Headquarters | SGC Financial & Insurance Services, 1810 Gateway Drive, Suite 100, San Mateo, San Mateo, CA. 94404, US |
| Phone number | +16503411449 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Finance, Insurance, Estate Planning, Maketing, Retirement Planning, Financial Planning, Sales |
| Founded | 1950 |
| Employees | 21-50 |
| Socials |
Key Contacts at SageCrest Wealth Management
Neil Fluken
Director Of Financial Planning And Compliance
Martha Avey
Policy Owner Services Specialist
Rocki Savaiigaea
Director Of Recruitment & Selection
Keith Campbell
Compliance Director
SageCrest Wealth Management Email Formats
SageCrest Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@sgc-financial.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@sgc-financial.com | 63.6% |
{first name}.{last name} | john.doe@sgc-financial.com | 27.3% |
{first initial}.{first initial} | j.j@sgc-financial.com | 9.1% |
About SageCrest Wealth Management
Since 1950, the SageCrest team has focused on building relationships that enable us to deliver two essentials to every client: financial confidence about their financial life, and freedom to spend more time doing what they love. Our clients tell us that they value having long-term partnerships with our advisors, who stand beside them in good times and in volatile times. Helping you stay calm and centered — and guiding you through smart decisions when unplanned changes happen — is a key part of what we do. We'll collaborate with you to streamline the complexities of your finances, build a plan that evolves as your life evolves, and give you confidence in your financial future. And we put a team of specialists to work for you in pursuit of your goals. As true financial planners, our goal isn't to sell you products or services. Instead, the core of our practice is understanding your dreams, your fears, and your priorities — and using our specialization to build a proactive plan that addresses everything that's important to you.
SageCrest Wealth Management revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $256,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SageCrest Wealth Management has 17 employees across 6 departments.
Departments
Number of employees
Funding Data
SageCrest Wealth Management has never raised funding before.
SageCrest Wealth Management Tech Stack
Discover the technologies and tools that power SageCrest Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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