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Our Team

Michele Leach, CDFA

Financial Consultant

818.704.0001 x225

818.480.4305

michele.leach@sagepointadvisor.com

Michele Leach is a Financial Advisor and owner of Financial Transition Partners. She began serving clients in the Financial Services industry over 25 years ago...

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Laura Leach

Financial Paraplanner

818.704.0001 x228

laura.leach@Sagepointadvisor.com

Laura works with Michele to implement your plans and provide you with the knowledge and personalized service you need to plan your life goals...

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Lori Jasmine

Operations Manager and Client Services Associate

818.704.0001 x220

ljasmine@sagepointadvisor.com

Lori has over 25 years’ of experience in the financial services industry. Her top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues....

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