About Us
Every advisor wants to earn a living.
We want to earn your trust.
We want to earn your trust.
We knew financial advice could be more transparent, more objective and more accountable.
So we formed 360Blue Financial Strategies to better serve our clients.
Our Story
A fresh approach to financial advice.
Founders Iris Sagrado and Glenn Stears met at a previous firm, where they collaborated on many projects. Developing a resourceful strategy as a team, they realized they could make a bigger impact as 360Blue Financial Strategies—working with people who appreciate a more thoughtful and compassionate approach.
Time is money. So your advisor should make time for you.
360Blue was built on the idea that with the right philosophy and a team approach, we could give each client the care and attention they deserve. That means we spend time getting to know you before we offer a single piece of financial advice. It's also why we're choiceful of who we work with, entering into new partnerships only when we're certain that we're the right match for you.
Time is money. So your advisor should make time for you.
360Blue was built on the idea that with the right philosophy and a team approach, we could give each client the care and attention they deserve. That means we spend time getting to know you before we offer a single piece of financial advice. It's also why we're choiceful of who we work with, entering into new partnerships only when we're certain that we're the right match for you.
Focused on you.
(And on the future.)
(And on the future.)
We specialize in two core services: financial planning and investment strategies. If you can benefit from both services, we’ll tell you. If you only need one right now, we’ll tell you that too. Every client’s story is different, but we’re always looking for the best way to help you live in abundance—to acquire, feel good about and enjoy your wealth.
Focused on you.
(And on the future.)
(And on the future.)
We specialize in two core services: financial planning and investment strategies. If you can benefit from both services, we’ll tell you. If you only need one right now, we’ll tell you that too. Every client’s story is different, but we’re always looking for the best way to help you live in abundance—to acquire, feel good about and enjoy your wealth.
OUR TEAM
Meet the Team
Each of our advisors and support staff are experienced, intelligent and one-of-a-kind. Rather than assigning you to a single advisor, we put our full resources behind your financial future. You benefit from our combined attention and guidance.
Strategic Partners
To enhance our services, we’ve partnered with industry leaders who act as part of our extended 360Blue team—working for you behind the scenes to help us deliver the best financial guidance. We chose these partners based on their high ethical standards and cutting-edge business models.
Axos
Our custodian safeguards our clients’ money.
United Planners
Our broker-dealer provides a true open architecture product platform.
