Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Women's Financial Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • University Of California, Irvine Irvine, California Bachelors in Economics 2001

Previous experience

  • Edward Jones, Financial Advisor, Newbury Park, CA, 2011-2023
  • Merrill Lynch, Financial Advisor, Westlake Village , CA, 2009-2011
  • Wells Fargo Advisors, Financial Specialist, Thousand Oaks , CA, 2008-2009

About Sarah

Working the cash register of my parents’ small business at 8 years old, I quickly learned the steps to help build a strong financial future: work hard, live within your means and save. I also learned it took a lot of work and sacrifice. Those early experiences sparked my desire to help business owners to feel more confident about their own financial outcomes. That path led me to become a financial advisor in 2011. Today, I’m happily married to my husband and high school sweetheart. My spirit of advocacy also led to serving on my local school board and involvement with the Alzheimer’s Association and Big Brothers/Big Sisters of Ventura County. I bring that same spirit to serving my clients.

Community participation

Big Brothers Big Sisters of Ventura County Board Member 2016-2023

Mates Board Member 2020-2022

Ventura Country Alzheimer's Association Board Member 2019

Interests

Family, Travel, Food, and Community