Sagient
David M. Streit currently serves as the Chief Operating Officer at both Sagient and Pacific Reach as of October 2023. With extensive experience in operations and management, David held various director roles at Fraser Financial Group from June 2010 to October 2023, including Director of Operations and Director of Advanced Sales, where responsibilities included enhancing agency performance and training staff. Additionally, David has been the Executive Director of Patti's Way Charitable Foundation since January 2010, providing financial support to single mothers and their children. Previous experience includes managing a Family Office for a high-net-worth family and serving as the Board Member and Treasurer for LAPD Hollenbeck PAL. David began a career in financial services with roles at MetLife Financial Services and Freedom Financial Group, focusing on retirement income planning and compliance. David earned a B.S. in Business Management from the University of Florida.
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Sagient
We believe that there is no one-size-fits-all solution when it comes to financial planning. Before we discuss any financial plan with you, we want to understand your current financial situation, your goals for the future, your retirement plans, and your desire to leave a lasting legacy. At Sagient, knowledge is the key. Our name derives from the Latin word meaning "those who know or perceive quickly." We believe in getting to know our clients on a deep level so that we can provide personalized financial guidance that is tailored to your specific needs in an ever-changing world. Our success lies in combining the wisdom gained from our heritage with innovative insights to help shape your future. Trust us to guide you towards a financially secure future. -- Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 8383 Wilshire Blvd., #600, Beverly Hills, CA 90211, Phone (323) 965-6300. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.