Sara is a wealth advisor specializing in strategic financial planning for entertainers, artists, entrepreneurs, and studio executives. With 30 years of experience in both financial services and entertainment, she understands the unique financial needs of her clients and helps them make informed decisions about their money. Sara is passi
Sara is a wealth advisor specializing in strategic financial planning for entertainers, artists, entrepreneurs, and studio executives. With 30 years of experience in both financial services and entertainment, she understands the unique financial needs of her clients and helps them make informed decisions about their money. Sara is passionate about aligning investments with values and is a vocal advocate for women's health, financial literacy, and global human rights issues.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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