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SagePoint Financial Employee Directory

Financial ServicesArizona, United States51-200 Employees

SagePoint Financial operates as a registered broker-dealer and registered investment adviser within the financial services sector. Based in Phoenix, Arizona, the company brings roughly four decades of experience serving independent financial professionals. It is a member of FINRA and SIPC and is part of one of the largest networks of independent advisors in America, offering resources while maintaining flexibility and collaboration for its business partners.

Its target customers are independent financial advisors and advisory firms seeking adaptable solutions and evolving technologies to support their businesses. A notable recent development is the February 2021 appointment of Desireé Sii as President and CEO.

Find SagePoint Financial employees' phone numbers or email addresses

SagePoint Financial Global Highlights

Location
Employees

North America
550

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  • United States Of America
    550

Europe
2

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  • Romania
    2

SagePoint Financial's Leadership

  • Chief Executive Officer at SagePoint Financial
    J. H.
    Chief Executive Officer
    Mobile Phone
  • President And Ceo at SagePoint Financial
    D. S.
    President And Ceo
    Mobile Phone
  • President at SagePoint Financial
    A. S.
    President
    Mobile Phone
  • President at SagePoint Financial
    B. P.
    President
    Mobile Phone
  • President at SagePoint Financial
    G. K.
    President
    Mobile Phone
  • President at SagePoint Financial
    M. P.
    President
    Mobile Phone
  • President at SagePoint Financial
    N. A.
    President
    Mobile Phone
  • President at SagePoint Financial
    N. G.
    President
    Mobile Phone

SagePoint Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Recruiting
  • Business
  • Other

Contact profiles from SagePoint Financial

Name
Title
Contact
Location
Last Update
  • Owner at SagePoint Financial
    S. S.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Owner at SagePoint Financial
    W. B.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Upper Management Vice President at SagePoint Financial
    C. R.
    Upper Management Vice President
    Mobile Phone
    Oct 17, 2024
  • Senior Vice President, Recruiting at SagePoint Financial
    G. L.
    Senior Vice President, Recruiting
    Mobile Phone
    Oct 18, 2024
  • Director Of Marketing at SagePoint Financial
    B. G.
    Director Of Marketing
    Mobile Phone
    May 13, 2025
  • Regional Supervision Director at SagePoint Financial
    C. R.
    Regional Supervision Director
    Mobile Phone
    Oct 16, 2024
  • Director Marketing at SagePoint Financial
    K. D. L. M.
    Director Marketing
    Mobile Phone
    Oct 21, 2024
  • Manager at SagePoint Financial
    A. W.
    Manager
    Mobile Phone
    Oct 22, 2024
  • Branch Manager at SagePoint Financial
    A. S.
    Branch Manager
    Mobile Phone
    Oct 18, 2024
  • Manager at SagePoint Financial
    B. M.
    Manager
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is SagePoint Financial known for?

Minus sign iconPlus sign iconSagePoint Financial operates in the Financial Services industry. You can contact SagePoint Financial's main corporate office by phone at
+1-949-336-****
. Explore SagePoint Financial's company overview page for more information.

What is SagePoint Financial's most common email format?

Minus sign iconPlus sign iconSagePoint Financial employees' email format typically follows the pattern of FLast@sagepointadvisor.com. Trying to find reliable and up-to-date employee contact data? Find more SagePoint Financial email formats with LeadIQ.

How many employees does SagePoint Financial have currently?

Minus sign iconPlus sign iconSagePoint Financial has approximately 153 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are SagePoint Financial's key employees and leadership?

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As of August 2026, SagePoint Financial's key employees include:

  • Chief Executive Officer: J. H.
  • President And Ceo: D. S.
  • President: A. S.
  • President: B. P.
  • President: G. K.

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