Sarah Simon Email & Phone Number
Managing Director, Wealth Advisor @ Cresset
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Sarah Simon Location
- California, United States
Sarah Simon Work
- 2020 -now Managing Director, Wealth Advisor @
- 2017 -2020 Advisor @
- 2015 -2017 Associate Advisor @
- 2014 -2015 Support Advisor @
- 2012 -2014 Planning Associate @
- 2011 -2012 Planning Associate @
Sarah Simon Education
- University of North Carolina School of Law 2008-2011
- University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Economics)
2005-2008
Sarah Simon Skills
- Estate Planning
Sarah Simon Summary
- Sarah Simon, based in California, United States, is currently a Managing Director, Wealth Advisor at Cresset. Sarah Simon brings experience from previous roles at Coastal Bridge Advisors. Sarah Simon holds a 2008 - 2011 University of North Carolina School of Law. With a robust skill set that includes Estate Planning and more. Sarah Simon has 2 emails and 1 mobile phone numbers on RocketReach.
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