Neil Fluken, CFP®

Neil Fluken, CFP®, was born and raised in Napa. Fascinated by the field of investing from the time he took his first economics class in high school, he earned a degree in finance and investments cum laude at Cal State Sacramento. He joined SageCrest in 2001 and wears a number of hats at the firm, serving as director of financial planning and compliance, providing investment recommendations for clients who choose fee-based services, and running the trade desk. He lives in Roseville with his wife and daughter and enjoys music, reading, gathering with friends and family, and playing a variety of sports.