Phone: (619) 282-1182
Fax: (619) 282-3219
My Business Philosophy:
To build a lifelong relationship with clients based on mutual trust and honesty, thus providing high quality personalized financial services in a friendly environment.
Tess Paje is a financial adviser with SagePoint Financial, Inc. Her specialized and personalized services include Investing*, Education Plans, Income Tax Plans*, Retirement Plans*, Estate Planning, and Insurance Planning. She earns her undergraduate degree in accounting from the Philippines and her Masters in Business Administration with emphasis in Financial Management from San Diego. Married for 27 years to Rey Paje, they are blessed with two children, Trisha, a graduate of USD and Karina, a graduate of UCLA. She was a former employee of Sempra/SDG&E for over 20 years.
Her work experience as an accountant and auditor started her interest to help people in their financial problems, which later became her passion as a financial adviser. Driven by this passion of helping people, this inspired her to organize the San Diego Premier Lions Club, a humanitarian organization. What she envisions of the club is the acronym of the word PREMIER, a Person who Respects an Excellent Mentor with Innovative Empowered Responsibilities. She goes by the sayings; success is measured by the number of people you help to succeed. She hopes someday to finish writing her book, Accounting for Life.