Pro.Act logo office 805.484.1011
fax 805.484.0420
available on/off site by appointment
plato@sagepointadvisor.com
on LinkedIn

Plato Guerre

  • Plato has over 18 years of Financial Advisory experience.
  • He uses over 30 years of Technology experience to refine his proprietary algorithms and software for portfolio design and management.
  • Plato specializes in practical solutions, financial planning, tailored portfolios and active portfolio management.

Financial Planner, Wealth Advisor,
Active Portfolio Manager

Plato Guerre

  • BS in Information Systems Management
  • BA in Graphic Design

Disclosures

  • Securities and advisory services offered through SagePoint Financial, Inc., member of FINRA/SIPC.
  • Financial planning, technical analysis and active portfolio management offered through Pro.Act Wealth Solutions, LLC., not affiliated with SagePoint Financial, Inc.
  • Fixed and traditional Insurance services offered through Independent Capital Management, Inc., a Registered Investment Advisor not affiliated with SagePoint Financial, Inc.
  • As a Registered Representative may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IN, MO, NV, NY, OR, UT, WA, WY.
    For enquiries by residents of states not listed above, their state of residence would be added to the above list prior to discussing their questions in a reasonably prompt manner.
  • Check Plato Guerre’s background on FINRA's BrokerCheck.
  • Plato's California Insurance License 0D66365.