Sarah Paulson (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Millennials
  • Novice Investors
  • Socially Responsible Investments
  • Women's Financial Planning Issues

NAPFA Start Date

March 26, 2021


This Office

2211 E Sienna Way Wisconsin, WI 54913 Phone: 9203096917