Sarah Patton Email & Phone Number
Financial Planner @ Creative Planning
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Sarah Patton Location
- Houston, TX, US
Sarah Patton Work
- Financial Planner @ (January 2026 - Present)
- Wealth Advisor @ (January 2020 - January 2026)
- Member @ (June 2020 - July 2020)
- Wealth Management Intern @ (August 2019 - November 2019)
- Business Development Intern @ (June 2019 - August 2019)
- Wealth Management Intern @ (January 2019 - May 2019)
- Lifestyle Consultant @ (April 2014 - December 2018)
- Barista @ (August 2012 - September 2013)
Sarah Patton Education
- University of Houston, C.T. Bauer College of Business
Bachelor's degree (Financial Planning and Services)
2018-2019 - Houston City College 2014-2017
Sarah Patton Summary
- Sarah Patton, based in Houston, TX, US, is currently a Financial Planner at Creative Planning. Sarah Patton brings experience from previous roles at Heritage Wealth Management, Financial Planning Association (FPA), Willis Johnson & Associates and Mutual of Omaha. Sarah Patton holds a 2018 - 2019 Bachelor's degree in Financial Planning and Services @ University of Houston, C.T. Bauer College of Business. Sarah Patton has 4 emails and 1 mobile phone numbers on RocketReach.
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