What is Sarah Wotherspoon Ms Cfp Cdfa email address?

Sarah Wotherspoon Ms Cfp Cdfa's primary email address is *****************@privateocean.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sarah Wotherspoon Ms Cfp Cdfa work for?

Sarah Wotherspoon Ms Cfp Cdfa is a Managing Director, Advisor at Private Ocean Wealth Management dba Wealthspire Advisors, a company specializing in Functions related to depository banking.

Where Sarah Wotherspoon Ms Cfp Cdfa graduated from?

Sarah Wotherspoon Ms Cfp Cdfa holds a degree in Communications from The University of Arizona.

How can I directly contact Sarah Wotherspoon Ms Cfp Cdfa?

To contact Sarah Wotherspoon Ms Cfp Cdfa directly, you can use the email address *****************@privateocean.com. Complete contact information is available upon registration with Muraena.

Who is Sarah Wotherspoon Ms Cfp Cdfa?

Sarah Wotherspoon is a dedicated financial professional with extensive experience in wealth management and financial planning. As the Managing Director and Advisor at Wealthspire Advisors, she integrates quantitative analytics with a deep understanding of her clients' personal values and goals. Sarah leads a passionate team at Private Ocean, where she previously served as Director of Wealth Management. With a background that includes roles in various financial institutions, she brings a wealth of knowledge in asset allocation, estate planning, and multi-generational wealth transfer. Her academic credentials include a Bachelor's Degree in Communications from the University of Arizona and a Master's Degree in Financial Planning from the College for Financial Planning. Sarah is committed to helping clients make informed financial decisions and is known for her collaborative approach to advisory services.