Ponja Atipi

Client Service Associate

Ponja Atipi serves as a vital link between clients, advisors, and financial institutions at SageMint Wealth, ensuring that every client interaction is handled with care, accuracy, and professionalism. In her role as Client Service Associate, she supports all aspects of the client experience — from onboarding and account management to meeting preparation, client communications, and firm events.

Before joining the financial services industry, Ponja built a strong foundation in marketing and quality control at a pharmaceutical software company, where she developed a sharp eye for detail, process-driven thinking, and a genuine passion for making a difference in people’s lives — values she brings with her to SageMint Wealth every day.

Ponja holds a Bachelor of Science in Business Administration from Arizona State University and her FINRA Series 6 and 63 securities licenses through LPL Financial.

Originally from Scottsdale, Arizona, Ponja has since traded the desert for the coast and now calls Huntington Beach home. Outside of work, she has a love for gardening and stargazing, and is passionate about community service. You can also find her soaking up everything the Southern California coastline has to offer.