Sage Financial Network provides financial education, insurance, consulting, and support for individuals planning their financial futures. The firm’s featured professional, Catherine Pinkas, PhD, has more than 20 years of experience in financial management and has taught finance and business management. She works with clients on financial strategies, insurance, and tax-deferred college education savings, with a goal of helping them build understanding and support for their financial lives.

The network is based in Walnut Creek, California, and serves clients through its financial services offerings. Investment advisory and financial planning services are provided through Simplicity Wealth, LLC, an SEC-registered investment adviser, while securities are offered through The Leaders Group, Inc., a FINRA/SIPC member. Sage Financial Network, Inc.

is a separate, unaffiliated entity from Simplicity Wealth and is not affiliated with SagePoint Financial. Catherine Pinkas is also involved in Habitat for Humanity and other community efforts supporting families in need. The firm notes that investments involve risk and that insurance and annuity guarantees depend on the issuing insurer’s financial strength