Sara Rasmussen Email & Phone Number
Director of Financial Planning @ C1 Wealth Management
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Sara Rasmussen Location
- Puyallup, WA, US
Sara Rasmussen Work
- Director of Financial Planning @ (October 2024 - Present)
- Financial Advisor @ (April 2018 - August 2024)
- Vice President, Investment Advisor @ Heritage Wealth Strategies (February 2017 - April 2018)
- Regional Vice President @ (January 2013 - December 2016)
- Regional Vice President @ (January 2007 - July 2012)
Sara Rasmussen Education
- Clark University
Bachelor of Arts (B.A.) (Psychology)
1995-1999
Sara Rasmussen Skills
- 401(k) Retirement Savings Plans
- Financial Advisory
- Financial Planning
- Financial Services
- Individual Retirement Accounts (IRA)
- Qualified Retirement Plans
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Insurance
- Sales
- Customer Service
- Life Insurance
- Marketing
- Team Building
- Sales Management
- New Business Development
- Account Management
- Fixed Annuities
- Mutual Funds
- Retirement
- Series 63
- Series 7
- Wealth Management
Sara Rasmussen Summary
- Sara Rasmussen, based in Puyallup, WA, US, is currently a Director of Financial Planning at C1 Wealth Management. Sara Rasmussen brings experience from previous roles at COUNTRY Financial®, Heritage Wealth Strategies, Forethought Financial Group, Inc. and AIG. Sara Rasmussen holds a 1995 - 1999 Bachelor of Arts (B.A.) in Psychology @ Clark University. With a robust skill set that includes 401(k) Retirement Savings Plans, Financial Advisory, Financial Planning, Financial Services, Individual Retirement Accounts (IRA) and more. Sara Rasmussen has 1 emails and 1 mobile phone numbers on RocketReach.
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