Financial Advisor, RJFS
Addison Avenue Investment Services
A little insight into Nick Sage.
I became interested in the securities industry after realizing that many people
are not adequately prepared for the financial demands of retirement and other
important life events.
After earning my undergraduate degree from Northwest Christian University, I began my venture into financial services. During my career, I served as an Estate Business Planning Consultant for The Hartford, before transitioning into a Financial Advisor role for an Oregon credit union. In 2010, I joined the team at Addison Avenue Investments Services, a division of First Tech Federal Credit Union.
With more than 25 years of experience in the financial services industry, I believe in the importance of planning for the long-term using time tested financial principles. As a Financial Advisor, I enjoy getting to know my clients, hearing about their goals and dreams and implementing a plan to help them reach their goals. I specialize in retirement planning and providing comprehensive financial advice for participants of public employee deferred compensation plans.
On a personal note, I am a strong believer in giving back to my community through volunteer efforts. Outside the workplace, I enjoy golfing and spending time with my family.
QUALIFICATIONS: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0B46033
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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