Sarah Brown (CFP®)

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

  • College/Education Planning
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

May 14, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

627 Center St Santa Cruz, CA 95060-3804 Phone: (831) 421-0700 Fax: (831) 713-5579