Our People

Scott Sage

Scott graduated from Arizona State University in 1981 with a Bachelor’s degree in Finance. Scott’s career began in the aerospace industry where his responsibilities included cost control/budgeting and administration of government contracts for TRW and Rockwell International. This experience provided a solid foundation for understanding the legal and financial aspects of business.

In 1991 Scott began his financial services career specializing in offering business owners, entrepreneurs, and executives  techniques to manage risk and strive to build and protect wealth. Scott’s practice also involves designing tax efficient retirement plans, developing business succession and estate plans for closely held businesses, and providing insurance and executive/employee benefits.

Scott enjoys being an excellent resource for his clients, anticipating changes and challenges, envisioning solutions ahead of schedule, and confidently leading his clients in pursuit of their success.

Scott believes in being involved and giving back to the community and charities. Scott is a member of the National Association of Insurance and Financial Advisors and a qualifying member of the Million Dollar Roundtable. Sage Financial Innovations is an active supporter of the C.A.S.T. charity.

Scott is a Advisory Representative offering investments and advisory services through Lincoln Financial Securities, Member SIPC. Lincoln Financial Group is  the marketing name for The  Lincoln National Corporation and its affiliates.

CA Insurance License #0803235