Collin Flathers

Chief Investment Officer, Financial Advisor at Flathers Wealth Management, SagePoint Financial

Role: Chief Investment Officer, Financial Advisor at Sagepoint Financial
Location: Dallas, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Chief Investment Officer, Financial Advisor
Sagepoint Financial
Dec 2015 — Present · Dallas-Fort Worth, TX, US
Financial Advisor with SagePoint Financial, holding Series 7 (General Securities) and Series 66 (Investment Advisor) licenses; providing wealth management and financial planning services.We deliver comprehensive financial services by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process, we learn the details of your financial picture to construct and deliver a customized plan and a personal financial action checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth and investment advisory services offered through SagePoint Financial Inc, member FINRA/SIPC and a registered investment advisor. Insurance services offered through Flathers Wealth Management, which is not affiliated with SagePoint Financial, Inc. See website for additional disclosures.

Contact information

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•••••@sagepointfinancial.com
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Current company

Financial Pointe

Financial Services · 13 employees · Founded 2004 · Thousand Oaks, California, United States

Our Mission: To deliver exceptional service while creating and implementing a comprehensive financial plan to help our clients feel confident, free, and successful. Our Clients: Our clients are successful people who have not had the time, expertise, or inclination to manage their finances as professionally as they manage their careers and businesses. They are experiencing a gap among the services offered by traditional advisors…we assist them in filling that gap. We serve a great variety of individuals and businesses from throughout Southern California, including but not limited to: Physicians, Executives, CPA’s, Attorneys, Widows, Divorcees, Mature Families, and Business Owners. We serve clients from throughout the Southland, including Ventura County, Los Angeles, the San Fernando Valley, Conejo Valley, Thousand Oaks, Newbury Park, Westlake Village, Agoura Hills, Calabasas, Malibu, Simi Valley, Moorpark, and other nearby communities. Financial Pointe 80••••••70 Securities and investment advisory services offered through SagePointFinancial Inc. member FINRA and SIPC - registered investment advisor Securities may lose value. Not FDIC/NCUA insured. Not bank or credit union generated. Financial Pointe is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor. SagePoint Financial Inc. does not offer tax advice.

sagepointfinancial.com

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