Sarah Hamilton (CFP®, Chartered SRI Counselor™, MBA, MS)

Sarah Hamilton focuses in the
following client markets or areas of practice:

  • AUM
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

We specialize in working with clients who are looking for a partnership with financial planners who are inclusive (no asset minimums), and investment management that is aligned with values through an environmental, social and governance lens. We work with individuals and families who strive to make an impact with their investments. Our clients see value in utilizing innovative financial analysis tools.

Additional Information

By leading with education and empathy toward each client’s specific situation, they connect with a diverse demographic including young professionals eager to learn the basics as well as retirees focused on living comfortably and leaving a legacy.

Their collaborative approach allows clients to choose how they would like to partner with them to work with existing strategies or create new strategies by matching their preferences with our industry experience.

NAPFA Start Date

April 08, 2021

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This Office

1172 Canarsee St South Lake Tahoe, CA 96150-5812 Phone: (415) 573-1143

Other Offices

2193 Fillmore St San Francisco, CA 94115-2223 Phone: (415) 573-1143
4720 Moccasin Pl San Diego, CA 92117-2631 Phone: (415) 573-1143