Broker Check

Our Team

We've been working together as a team for many years.  To learn more about an individual advisor, please click on their link below.  

Dennis Brewster, M.B.A.

Branch Manager

(858) 558-2090 x2

(858) 558-2021

[email protected]

After growing up in New Hampshire and attending college at Babson College in Boston and graduate school at the Univeristy of Denver, I decided I wanted to live in a warmer climate. I moved to San Diego shortly after finishing...

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Helen Brewster

Registered Assistant

(858) 558-2090 x3

(858) 558-2021

[email protected]

Helen has been securities registered since January of 1984 and helped start their branch with Sage Point Financial, Inc. with her husband Dennis in early 2000. Helen has been a licensed tax professional for over 30 years and...

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David Brookes

Financial Advisor

(858) 558-2090

(858) 558-2021

[email protected]

Dave is a registered representative and investment advisor representative with SagePoint Financial, Inc. He has been engaged in the investment banking or securities business since 1990. Prior to making a career switch to the securities...
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Christopher DeSaulniers, Esq.

Registered Assistant

(858) 558-2090

[email protected]

Chris has been securities registered since April of 2006 with SagePoint Financial, Inc. In addition to his securities registrations, Chris works in the Human Resources Department at UCSD. Registrations General Securities...

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Gordon Gilbreath, M.A.

Financial Advisor

(858) 558-2090 x5

(858) 558-2021

[email protected]

I became securities registered in 1991 and have broad experience in the field of investments and retirement planning. The focus of my practice is helping investors generate the most income from their portfolios while...

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Chris Jalonen

Financial Advisor

(858) 558-2090 x6

(858) 558-2021

[email protected]

I am a financial advisor committed to providing clients with a broad based and comprehensive method of achieving their financial goals. I follow a systematic three step planning process which includes: assisting the client in...
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Jeff Johnson, C.F.P., E.A.

Financial Advisor

(760) 941-1763

[email protected]

Jeff has been providing financial services since 1999. He works from a broad planning approach to assist individuals preserve their assets, minimize taxes, and help reach their financial goals. He also works closely with small business...
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Dave Osachoff

Financial Advisor

(858) 558-2090 x7

[email protected]

David has been working in the securities industry since 1992 and with SagePoint Financial since 2000. He maintains a clear regulatory record and is an investment advisor representative in the state of California. David provides...

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