Meet Sarah Behr.
When I was five years old, I began saving for college and maintaining a weekly budget of 25 cents (my allowance at the time). Since then, I've been a saver, planner, and investor.
I've spent the last several years with UBS and Credit Suisse overseeing private customers' investments and personal finances. I graduated from Wake Forest University with a Bachelor’s degree.
I volunteer with City Hope and the San Francisco County Jail for a part of my time. I am devoted to social justice and community participation.
Above all, I am a Registered Investment Advisor and a member of the Financial Planners Association and the Garrett Planning Network. I adhere to a Fiduciary Standard and Code of Ethics, which implies that I prioritize your interests before mine.
I do not get a commission from the financial products I offer, nor do I gain any financial advantage from your investment portfolio.
I charge a flat fee for your Financial Plan; there is no hidden cost!
Simplify Financial In The News!
I wanted statistical evidence. My partner wanted emotional guidance. I bring all this up to illustrate how Sarah is a financial advisor with as much financial intelligence as she has emotional intelligence. She's a great listener and we are both extremely grateful for that.
Zach A, Los Angeles
7/6/2021Financial District
115 Sansome St, Suite #200
San Francisco, CA 94104
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