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Kay F. Byrum, CFP®

SagePoint Financial, Inc.

1440 N Harbor Blvd
Ste 700
Fullerton, CA 92835-4120
Phone: (714) 449-8800
Fax: (714) 449-8808

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.