We Bring The Wellness To You
At Capital Sage Investments & Insurance, our mission is to empower individuals, families, and businesses with clarity, confidence, and success through tailored strategies, transparent guidance, and unwavering support.
Meet Abhi Vinayek
Financial Advisor
CA Insurance Lic. #4305865
Abhi came to the US in 2004 to pursue his MBA at Ohio University. Like a typical immigrant chasing big dreams, with more aspirations than you can count and just a few dollars in his pocket, he embodies perseverance, hard work, and an unwavering desire to succeed, all of which form the core of his existence.
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Before coming to the US, he worked in India's largest investment bank. He was also one of the few financial professionals to get licensed in financial derivatives when the country was rolling out financial market reforms. While working there, he worked with institutional and high-net-worth clients to manage their portfolios' risks.
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After immigrating to the US, he earned his MBA and Master's in Financial Economics from Ohio University and later completed his CPA. He has worked in the biopharma industry for 17 years with both large and small firms, helping them with financial forecasting, gross-to-net analysis, drug launch pricing, and market strategy needs.
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Abhi has lived through the peaks and valleys of financial world. He has experienced the impact of this volatile market on family's and businesses' finances.. As a Fiduciary Financial Advisor, he has series 7 and 66 FINRA licenses to help his clients in a wholistic and unbiased manner. His education and experience made him a capable professional supporting individuals and addressing their challenges.
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He resides in San Diego with his wife Sony and son Arhaan.
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We at Capital Sage Wealth Management love to be part of your financial independence dream. We build wealth through long term relationships.
Our Mission
We Aim to Build a Better World
At Capital Sage Wealth Management, our mission is to create a better financial future by empowering individuals and families with clarity, confidence, and purpose in managing their finances. We are dedicated to helping you achieve your goals through personalized financial advice, a collaborative team approach, and a disciplined, strategy-driven investment process.
Guided by our Strategic Planning framework, we focus on aligning your financial strategy to build a customized portfolio that supports your aspirations and brings your vision to life.
How can we help you the most?
Provide a general description and schedule a meeting with our financial advisor
Step 1
Introductory Call
It begins with a phone call, enabling us to understand one another and determine if our guidance and principles align well with your needs. In this conversation, we will explore your specific goals, your desired future and discuss how we can assist you in achieving those aspirations.
Step 2
Meet with Your Advisor
In this meeting, you'll get a clear view of how we plan to execute your strategy and what collaborating with us would entail. At this stage, we'll invite you to reflect on whether you feel we're the right match for your needs. Making an informed choice is crucial, so we encourage you to take all the time you need.
Step 3
Getting Started
If we all agree this is a good fit, we will begin the process of onboarding you as a client of the firm. We will guide you through our client agreement, your investment policy statement, and the initial logistics for implementing your financial plan.
Disclaimer:
Advisory services are offered through Secure Investment Management LLC, a federally Registered Investment Adviser with the SEC, DBA Capital Sage Wealth Management. Note that registration as an investment adviser does not imply any particular level of skill or training. Capital Sage Wealth Management is independently owned. CA Insurance Lic. #4305865. For monitoring or training purposes, calls, zoom videos, and other digital interfacing conversation devices may be recorded. This message is intended exclusively for the individual or entity to which it is addressed. The information in this message and any files transmitted with it is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately and delete all copies of this message. The contents of this message and its attachments are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. This message is not intended to solicit the sale of any securities, nor is it intended to give investment advice since you must speak with a licensed, registered representative or investment adviser representative for this purpose.