Dominick Ruiz -  CAIA® CRPC® BFA™

Founder | Executive Director | Senior Wealth Advisor | Portfolio Manager

408-469-8322

dominick@sageplanningsolutions.com

Brad Marshall, AIF®, CDFA®

Founder | Managing Director | Senior Wealth Advisor

408-469-8322

brad@sageplanningsolutions.com

Patrick Bennett

Founder | Managing Director | Senior Wealth Advisor

408-520-1901

pat@sageplanningsolutions.com

Brian Marquez

LPL Wealth Advisor

408-771-1472

Brian@SagePlanningSolutions.com

Matthew Medlock

Senior Wealth Advisor

916-276-6498

matthew@sageplanningsolutions.com

Michael Lund

Wealth Advisor

559-906-9840

Mike@Sageplanningsolutions.com

Cindy Mirtahami

Director of Operations

877-891-0606

Cindy.Mirtahami@lplfinancial.com

Marie Loyd

Operations Manager

559-892-6299

Marie@Sageplanningsolutions.com

David Bogdanov **

Senior Recruiter

559-492-5417