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John Lacey CFP®

John Lacey CFP®

Certified Financial Planner TM

John is an experienced business leader with a demonstrated history of working in the asset management industry in many capacities over his long tenured career.  Before joining SagePoint Financial Inc., John spent nearly two decades serving and consulting with financial advisors throughout the western US. In this capacity he helped advisors by teaching/coaching them on how to meet their clients’ financial goals by proving them with recommended investments, ancillary resources and ongoing training.  As a career financial veteran, John has held many titles from managing director to certified financial planner (CFP®) and is highly skilled in many facets of the financial services industry, not to mention his proficiency as an award-winning presenter for top industry professionals.

 John decided to join SagePoint Financial Inc. for the opportunity to better serve his clients without restrictions or institutional investment requirements.  John has always done what is best for his clients and found that through SagePoint Financial Inc. he can do that at the highest level.  John lives in Carlsbad with his wife and their three children, he is passionate about his family, clients and his community.  John currently serves the Vista community by volunteering with the Sunrise Kiwanis of Vista for the past 2 years.  At SagePoint Financial Inc., John will have two primary areas of focus, one will involve wealth management, with a focus on high new worth individuals, the other dedicated to businesses and the myriad of retirement tools businesses are using today to attract and retain highly skilled employees. Advanced Financial Solutions is pleased and honored to have John Lacey as part of our team, he will be a true asset to the clients we serve and provide a wealth of new opportunities to our firm.