31556 West Nine Drive, Laguna Niguel, CA 92677
Office: 949-715-3059 Cell: 949-887-9587
*Securities and advisory services offered through SagePoint Financial, Inc.,
Insurance services offered through Schanna Financial & Insurance Service, Inc., DBA Schanna Financial, who is not affiliated with SagePoint Financial. All other listed
entities are unaffiliated.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized
responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with
appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state
securities law administrator.
This communication is strictly intended for individuals residing in the state(s) of CA and IL. No offers may be made or accepted from any resident outside the specific states referenced.