SagePointe Wealth Management

08/21/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/04/2026

🔒 Cyber threats are evolving. Are you prepared?

Join us for a FREE Cybersecurity Webinar and learn practical strategies to protect your personal and business information from today’s most common cyber threats.

🎙️ Featured Speaker: Kali Gurska, Security Awareness Lead, Commonwealth’s Information Security Team

📅 September 2, 2026
⏰ 4:00 PM - 5:00 PM PST
💻 Virtual Event

Register through the link in our bio or scan the QR code today!

You can also call our office at 805-272-8355 to register.

07/29/2026

☕✨ Trading the office walls for coffee shop vibes on a Monday! 📍
There’s something about a fresh environment that sparks creativity and new ideas. Taking some time to regroup, brainstorm, and map out priorities for the upcoming week. 📝💡
Sometimes the best strategy sessions start with a great cup of coffee and a change of scenery. ☕🚀
What's your favorite place to recharge and think big? 👇
☕✨

07/24/2026

What a successful shredding event! 🎉 We helped clients and friends clear out old documents, protect their personal information, and collect food donations to support HELP of Ojai HELP of Ojai. Thank you to everyone who stopped by, contributed, and helped make this annual event a success. Small acts of generosity create a big impact! 💚

07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

07/02/2026

The Best of Ojai 2026 voting is here, and we’d love your help celebrating the people and businesses that make the Ojai Valley such a special place to call home. 💛

From local makers and growers to entrepreneurs and community champions, our town is filled with passionate individuals who help Ojai flourish. We are grateful every day to be part of this remarkable community and deeply appreciate the trust and support you continue to show us.
For the past two years, your kindness and encouragement helped SagePointe Wealth Management earn the honor of 🥇 Best Financial Advisor, and we couldn’t have been more thankful.

If you believe we've made a positive difference in your life or financial journey, we would be honored to receive your vote again this year for Best Financial Advisor.
✅ Category #79
✅Voting is open through July 31st
✅Voters must cast ballots in at least 20 categories for their votes to count

🗳️ Cast your vote: Link in our Instagram bio, scan the QR code or click on this link https://www.surveymonkey.com/r/GXXQGH2

Thank you for supporting local businesses and helping recognize those who contribute to the unique character of our valley.

2025 Best of Ojai Gold Winner: Best Financial Advisor, created by Ojai Valley News. Presented October 2025. This award is based on reader votes through an online survey for 2025. Readers were allowed one vote per unique email address or ISP. An unknown number of firms were considered, 3 firms were recognized. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information visit: ojaivalleynews.com/special-editions

Margaret Marapao (CA Insurance Lic. ) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

06/30/2026

Some trips are about getting away.

Others are about slowing down and really being there.

Lately, luxury travel has been less about doing more and more about choosing experiences that feel memorable, immersive, and just a little indulgent.

Whether that means returning to a favorite destination in a new way or heading somewhere you never thought you’d go, the common thread is simple: curiosity, comfort, and time to enjoy it.

If you could go anywhere next, where would you linger?

06/25/2026

Looking forward to spending a fun Sunday at Camp Comfort supporting Ojai business!

🪕Boots & Bluegrass Sponsor Spotlight🪕
A big Chamber thank you to our Chief Peak sponsor, SagePointe Wealth Management! They believe in empowering you with knowledge, approaching their work with the heart of a teacher. Their objective is to help you make more informed financial decisions and feel more confident about reaching your future goals. Arrive at a point of financial clarity. Check them out online at sagepointewealth.com.
Fundraisers like Boots & Bluegrass allow the Chamber to continue to help businesses all over the Valley and remain a valuable platform for the business community. Thank you for your support!
•
•
•

06/19/2026

Juneteenth is more than a date—it’s a reminder of how far we've come and how far we still have to go. Today, we honor freedom, reflect on history, and commit to a more just future. ❤️🖤💚

06/17/2026

Most parents think the last tuition check means game over for college. The data says it's halftime.

50 percent of parents with adult children still provide regular financial support, spending $1,474 a month to do so. That's more than twice what they're putting toward their own retirement.

Here's what "just helping out a little" actually looks like:

✅ 75 percent of parents aged 45+ are financially supporting at least one adult child, even though over half of those children can meet their own basic needs, according to a 2025 AARP survey.

✅ 42 percent of supporting parents report financial stress. 9 percent have retired early because of it.

✅ 47 percent say they've sacrificed their own financial position for the sake of their kids.

✅ 18 percent say the support could continue indefinitely. They don't see an end in sight.

This isn't about being less generous. It's about being intentional.

Whether your kid just graduated, graduated five years ago, or is still in school, the question is the same: Is your support happening by design or by default?

That's worth a conversation.