Michael Lubrani

Financial Advisor at Sagient

Role
Financial Advisor at Sagient
Location
Newport Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Lubrani

Knowledge is the Sagient way. Our name comes from the Latin word for “those who know or perceive quickly.” We get to know our clients deeply and provide personally tailored financial guidance for a fast-changing world.As a financial securities professional, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Our vision, as a firm, is to provide holistic financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 8383 Wilshire Blvd. Ste. 600, Beverly Hills, CA 90211 Phone:(32••••••11

Experience

  1. Financial Advisor

    Sagient

    Jul 2022 — Present · Beverly Hills, CA, US

    I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to-Define your financial goals-Develop a financial strategy that can help you achieve these goals-Suggest suitable products and solutions based on your needs-Implement your strategy to help meet your needsI am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

Education

  • University of California, Irvine - The Paul Merage School of Business

    Master of Business Administration - MBA

  • Penn State University

    Bachelor's degree, Economics

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Michael Lubrani — Financial Advisor at Sagient in Newport Beach, CA, US | Unifers