Sagient
Paul Karlitz, CLU®, ChFC®, BFA™, CLTC, LUTCF, serves as the Chief Executive Officer at both Sagient and Pacific Reach since October 2023. Prior to these roles, Paul held the position of President at Fraser Financial Group from August 2021 to October 2023 and spent over 14 years at Lenox Advisors, initially as a Partner and later as Senior Managing Director, focusing on recruiting, training, and developing experienced advisors in wealth management, insurance, and financial planning. Paul's career also includes experience as Executive Vice President at Wealth Advisory Group and EVP at Guardian Life Insurance from 1995 to 2007. Paul earned a BS in Political Science from Syracuse University, attending from 1989 to 1993.
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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.