Sharon Mainini Bargetto
Investment adviser representative at Sage Financial Advisors Inc.
33 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$270.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Sage Financial Advisors, Inc.Nov 2006 to now
- Self-employedJun 1993 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sage Financial Advisors Inc.
$270.3MAssets managed
115Clients
5Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2253141
- Firm CRD
- 116933