Investsg Team Sergio Lovato

Sergio Lovato

Senior Advisor


I have 20 plus years of experience working in financial services and have enjoyed working with investors to navigate the financial markets. I focus on developing long-term relationships and find it truly rewarding to understand my clients on a personal level. Working here at ISG gives me the opportunity to pursue my passion of helping people achieve financial goals at every stage of their journey.

I had a humble upbringing and was the first in my family to attend college and earned BA degrees in both Economics and Political Science from the University of Denver. Through my education, I realized how important planning and saving were to accumulate assets and get ahead in life.

Over my two plus decades working in this business, I have served in roles working with institutional and individual investors alike at firms like Charles Schwab, Janus, and Bluerock Capital Markets. I attained my CIMA designation in 2014 after completing the education component through the University of Chicago Booth School.

My family is big part of what drives me; I married my high school sweetheart, and we have 3 beautiful daughters who are now grown up. As a Colorado native, I spend my free time taking advantage of the outdoor lifestyle our beautiful state offers pursuing activities such as skiing, hiking, and mountain biking among others. I also love to cook for my family and friends and root hard for our local sports teams.

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