Sage A. Vincent, CFP®
Professional credentials and advanced education help you evaluate an advisor’s knowledge, commitment to excellence, and dedication to serving clients. They reflect a commitment to ongoing learning and adherence to rigorous professional standards.
Sage is a CERTIFIED FINANCIAL PLANNER® professional. Earning the CFP® certification requires extensive education, successful completion of a comprehensive examination, professional experience, and an ongoing commitment to ethical standards and continuing education established by the CFP Board.
Sage has earned the following degrees, certifications, and certificates:
Background & Education
- CERTIFIED FINANCIAL PLANNER™ (CFP®) – The marks of CFP® and CERTIFIED FINANCIAL PLANNER™ are awarded to those who have completed the established and rigorous education, examination, experience, and ethical requirements of the CERTIFIED FINANCIAL PLANNER™ Board of Standards certification process.
- BIOLA UNIVERSITY – BS in Business Administration with concentration in International Business, Torrey Honors College graduate.
- BIOLA UNIVERSITY – BS in Intercultural Studies with concentration in Elementary Education, Torrey Honors College graduate.
- BOSTON UNIVERSITY – Certificate in Financial Planning, which is a CERTIFIED FINANCIAL PLANNER™ Board registered education program allowing graduates to sit for the CFP® examination upon completion of the certificate.
For years, I have been the go to person in my circle for financial advice. I have always enjoyed learning about personal finance and regularly sought out books, podcasts, and other educational resources to deepen my understanding and provide thoughtful guidance to those around me.
When I discovered the financial planning profession, I immediately knew I had found the right career. Financial planning combines two of my greatest passions: serving others and using data to solve complex problems. While working with an embryo adoption agency, I earned Boston University’s Certificate in Financial Planning, a CFP Board Registered Program that prepared me to pursue CFP® certification.
Today, I am proud to be a CERTIFIED FINANCIAL PLANNER® professional and a member of the PortSalus Wealth Management team. I enjoy helping clients navigate important financial decisions by preparing personalized financial planning recommendations, guiding them through the planning process, and helping them implement the key elements of their financial plans. Working alongside Jeremy and building lasting relationships with our clients has been one of the most rewarding parts of my career.
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