Sarah Simon Email & Phone Number
Managing Director, Wealth Advisor @ Cresset
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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 on RocketReach.
Looking for a different Sarah Simon?
Find contact details for 700 million professionals.
Others Named Sarah Simon
Sarah Simon
Director of Operations
Palm Beach Gardens, FL, US
Sarah
Director of Disability Advocacy and Education
Atlanta, GA, US
Top Cresset Employees
Charles Maxwell
Co-Founder and Co-Chairman
Saint Paul, MN, US
Vanessa Ramich
Managing Director, Wealth Advisor
Englewood, CO, US
Matthew Gaines
Managing Director, Head of CFO Services
Chicago, IL, US
Matthew Teich
Managing Director and Wealth Advisor
Chicago, IL, US
Will Hoesley
Managing Director, M and A
Chicago, IL, US
Jon Baldwin
Chief Information Security Officer
Denver, CO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co