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Meet our team

We are a boutique, female owned and operated firm with over 35 years of experience. We are fiercely independent. That means we only answer to you and not the demands of a large firm.

We like it that way.

We like it that way.

Hello and welcome,

I'm Barbara Norman

Founder of SagePath Solution

Hello and welcome,

I'm Barbara Norman

Founder of Sage Path Solutions

I started my career in 1986, working for a large insurance and wealth management firm. I learned a lot during my time with them. Mostly, I learned that they were more concerned with how much money I made for them, and not for my clients. Had I stayed with them another 16.5 months, they would have doubled my pension. I couldn’t do it – not one more day.

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Michelle Aarnes

Client Service Manager
 

We're Hiring

Meet our founder and what she stands for.

 

Charles Schwab & Co., Inc.

Sage Path Solutions has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.

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Now tell us about you…..

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Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]

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