user avatar

Michaela Lynne Griggs

Advisor at Sage Advisors, LLC — Woodland, CA

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Woodland, CA

Sage Advisors, LLC logo

Sage Advisors, LLC

Team

Total advisors

4

Across 3 offices

Clients per advisor

169 Very High

Avg AUM per client

$767,650 Low

HNW client ratio

22% Low

About

Michaela Griggs is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Sage Advisors, LLC since 2014 in various capacities and previously was with Kms Financial Services, Inc. from 2015 to 2020. Michaela is part of a four-advisor team based in Woodland, CA. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses customized portfolios with a range of investment vehicles and is noted for its pension consulting services and client education initiatives.

Client services

Based on Sage Advisors, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Sage Advisors, LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees typically range between $0 - $5,000 for stand-alone financial planning services

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.30% $3,000,001 - $5,000,000: 0.20% $5,000,001+: Custom

Commissions

Certain personnel licensed to sell insurance products may receive commissions separate from advisory fees

Other

Fee-only: Flat fees typically range between $0 - $5,000 for stand-alone financial planning services

Location

See office

Woodland, CA

Woodland CA

Advisors at this office

1

Most active in

California · Washington

Work history

11 years of industry experience

Sage Advisors, LLC

2019 - Present • 7 years

Edmonds, WA

Sage Advisors, LLC

2017 - Present • 9 years

Edmonds, WA

Kms Financial Services, Inc.

2015 - 2020 • 5 years

Seattle, WA

Kms Financial Services, Inc.

2015 - 2019 • 4 years

Seattle, WA

Sage Advisors, LLC

2014 - 2016 • 2 years

Seattle, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ryan M

Series 65

West Sacramento, CA

Manzanita Wealth Management LLC

Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He earned his Series 65 designation in 2024. Manzanita Wealth Management LLC provides fee-only investment management, financial planning, and retirement plan consulting to individuals and employer-sponsored plans. The firm employs a mix of passive and active strategies guided by asset-allocation principles and client risk tolerance, including a taxable-only investment tier that uses derivatives with client approval and active risk controls.

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies Biotech Professional Educators, Teachers, and Academics Scientific Professional University Employee Doctor or Medical Professional
user avatar

Jonathan S

Series 65

Davis, CA

Sorunke Wealth Advisors

Jonathan Sorunke is the principal of Sorunke Wealth Advisors in Davis, California. He holds a Series 65 designation and has three years of industry experience, including prior roles with the US Army Corps of Engineers and the State of California. In addition to his advisory work, he is a licensed real estate agent assisting clients with property transactions. Sorunke Wealth Advisors offers non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The firm employs a client-profile-driven process focused on fundamental equity analysis and fixed-income strategies, delivering recommendations for client implementation through selected retail brokerages.

Active portfolio management Income planning Founder/Business Owner
user avatar

Jeremy V

Series 65

Davis, CA

Van Ham Wealth Management

Jeremy Van Ham is the sole advisor at Van Ham Wealth Management in Davis, CA. He holds a Series 65 designation and has experience in education, having worked at Santa Teresa High School, San Jose State, and CSU Global. He founded Van Ham Wealth Management in 2026. Van Ham Wealth Management is an independent registered investment adviser serving individual clients with discretionary portfolio management and financial planning. The firm uses written Investment Policy Statements to guide long-term strategies across mutual funds, equities, ETFs, fixed income, commodities, and non-U.S. securities, and offers fixed-fee, goals-based financial planning.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy
user avatar

Wayne G

Series 63

Davis, CA

Wayne Gilbert & Company

Wayne Gilbert is the sole advisor at Wayne Gilbert & Company in Davis, CA, holding a Series 63 designation with 38 years of industry experience. He has worked with OSAIC since 1989 and Northwestern Mutual since 1971. In addition to his advisory role, he serves as a registered representative and insurance agent, working with multiple insurance carriers. Wayne Gilbert & Company provides one-time financial planning services focused on clients’ financial circumstances, cash flow, insurance, and long-term goals. The firm delivers written plans on a non-discretionary basis, with implementation left to clients, and emphasizes long-term planning and efficient asset allocation without ongoing account management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Easan K

Series 66

Woodland, CA

Easan Katir Wealth Management

Easan Katir is the sole advisor at Easan Katir Wealth Management, an independent firm based in Woodland, CA. He holds a Series 66 designation and has 28 years of industry experience, including 25 years at his current firm. Katir serves as a director of the Hindu American Foundation and is an owner and consultant for Cornucopia Capital, LLC, where he assists with acquisitions, financing, and staffing. Easan Katir Wealth Management provides portfolio management for high-net-worth individuals, trusts, charitable institutions, and corporate pension and profit-sharing plans. The firm employs a proprietary quantitative investment approach focused on absolute returns through non-correlated strategies across U.S. markets, and it also offers pension plan design, administration, and consulting services.

Active portfolio management Options & derivatives strategies
user avatar

David M

Series 63, Series 65

Davis, CA

Flyway Advisors

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds the Series 63 and Series 65 designations. Outside of advising, Meagher serves as Vice President of Engineering at Fireclay Tile and is the CEO of RedTeal, Inc., a technology consulting firm. Flyway Advisors provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm combines institutional retirement-plan consulting with individual wealth management and distributes a quarterly market commentary newsletter.

Income planning Retirement income strategy Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)