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Marshall E
Series 63, Series 65
Laguna Beach, CA
Sagent Wealth Management
Marshall Eichenauer Jr. is a financial advisor with Sagent Wealth Management in Laguna Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Sagent Wealth Management since 2008. Outside of advisory work, he acts as a licensed life insurance agent. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial, retirement, and estate planning, using a mix of proprietary model portfolios, customized investments, and third-party managers.
Iris A
Series 65, Series 66
Laguna Beach, CA
Sagent Wealth Management
Iris Aillaud is a financial advisor with Sagent Wealth Management, holding Series 65 and Series 66 licenses and bringing six years of industry experience. Her work history includes positions at Sagent Capital, HomeMaker, Whirlpool, UBS Financial Services, and Morgan Stanley. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm combines investment management with financial, retirement, and estate planning, offering both discretionary and non-discretionary portfolio management through proprietary models, customized portfolios, and third-party managers.
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