Sagient

Sagient

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We work to achieve this vision by following three core principles.

Our Vision
To provide holistic financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.

09/26/2026

Average nursing student loan debt ranges from about $23,000 to $49,000 depending on degree type — ADN, BSN, or MSN. Knowing the real numbers helps you plan repayment with eyes open.

09/25/2026

Unequal distributions in a family trust? How does one navigate these sensitive situations?

A Sagient advisor can walk you through what an estate plan looks like for your family.

Photos from Sagient's post 09/24/2026

Do you actually need a will? Short answer: many adults may benefit from having one. Only 26% of Americans currently have one in place. Here's what a will can — and can't — do for your family.

Photos from Sagient's post 09/23/2026

Two big 529 plan rules changed recently: grandparent-owned 529 distributions generally no longer affect federal financial aid calculations under current FAFSA rules (as of the 2024-25 FAFSA), and up to $35,000 in unused funds can now roll into a Roth IRA. Source: Federal Student Aid, IRS.

09/22/2026

Myth: Most parents plan to leave a big inheritance. Fact: only 22% of Boomers plan to leave one at all, and more than half plan to leave less than $250,000.

Photos from Sagient's post 09/21/2026

Can high school athletes make NIL money? In 2025, 45+ states (plus D.C.) allow some form of high school NIL — but the rules vary by state and school. Here's what athletes and parents should confirm first. Educational only.

Photos from Sagient's post 09/19/2026

When you leave your employer, who's guarding your retirement? For millions of workers, the honest answer is no one. 31.9 million 401(k) accounts are sitting forgotten, holding $2.1 trillion. Here's what that costs — and what to do instead.

Photos from Sagient's post 09/19/2026

Sagient was proud to sponsor the
El Segundo Chamber of Commerce’s Creative Economy event at MATTEL today. We enjoyed hearing from an engaging panel of creative-industry leaders, learning more about the forces shaping our local economy, and connecting with fellow businesses and community leaders right here in El Segundo.

As a company planting our roots in the community, we’re excited to continue to find meaningful ways to partner with the El Segundo Chamber of Commerce and our neighbors to support the city’s continued growth, innovation, and prosperity.

And, of course, no trip to Mattel would be complete without stopping for a few photos with the toys and trucks.

09/18/2026

Navigating the emotional complexities of family Estate Planning can be tough. Plan without fear of hurting loved ones.

A Sagient advisor can walk you through what an estate plan looks like for your family.

09/17/2026

Probate often takes 6 months to over a year to close, depending on the state and the complexity of the estate.

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Address


200 N Pacific Coast Highway, Suite 1825
El Segundo, CA
90245