Sage Capital Advisors, LLC

  • Investment Advisory Services
  • Education
  • Financial Planners/Advisors
  • Investments
  • Retired Individuals
5672 La Jolla Blvd.
La Jolla, CA 92037
(858) 459-0172
(858) 459-0173 (fax)
Hours:
8:00 to 5:00

About Us

Your time is valuable and peace of mind for your wealth is important to you. We want to be part of the team of advisors you work with to manage your wealth; allowing you to focus on your life. We read more
  • About

    Your time is valuable and peace of mind for your wealth is important to you. We want to be part of the team of advisors you work with to manage your wealth; allowing you to focus on your life. We pride ourselves on our independence and the ability it gives us to focus on you free from conflict of interest. If you have a financial need, we are able to seek the best solutions for your needs, whether it’s a third party administrator for your retirement plan or in making the decision to sell your company. As a fee only firm and a fiduciary – we focus on your finances, not transactions – while using established custodians to provide transparency and investor protection.

  • Highlights

    • Investment Management
    • Retirement Planning
    • Strategic Wealth Management
    • Rollover individual retirement accounts
    • Institutional Investment Management
  • Media

  • Whom to Contact

    • Jan Ozenbaugh
      5672 La Jolla Blvd.
      La Jolla, CA 92037
      Phone: 858-459-0172
      Cell Phone: 858-518-8868
      Fax: 858-459-0173