Sarah Simon Email & Phone Number
Managing Director, Wealth Advisor @ Cresset
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Sarah Simon Location
- California, United States
Sarah Simon Work
- Managing Director, Wealth Advisor @ (March 2020 - Present)
- Associate Advisor @ (January 2015 - October 2017)
- Support Advisor @ (March 2014 - January 2015)
- Planning Associate @ (September 2012 - March 2014)
- Planning Associate @ (September 2011 - July 2012)
- Advisor @ (October 2017 - March 2020)
Sarah Simon Education
- University of North Carolina School of Law 2008-2011
- The 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 and Altfest Personal Wealth Management. 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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