Sarah Simon's Location
California, United States
Sarah Simon's Work
- Managing Director, Wealth Advisor @ Cresset
- Advisor @ Coastal Bridge Advisors
- Associate Advisor @ Coastal Bridge Advisors
- Support Advisor @ Coastal Bridge Advisors
- Planning Associate @ Coastal Bridge Advisors
- Planning Associate @ Altfest Personal Wealth Management
Sarah Simon's Education
- University of North Carolina School of Law2008 - 2011
- UNC Chapel Hill
Bachelor of Arts (B.A.) (Economics)
2005 - 2008
Sarah Simon's Summary
Sarah Simon, based in California, United States, is currently a Managing Director, Wealth Advisor at Cresset, bringing 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 contributes valuable insights to the industry. Sarah Simon has 2 emails and 1 mobile phone number on RocketReach.
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