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Sabrina Lowell, CFP®, CPCC

Advisor, Principal, San Francisco

“The biggest opportunity in conversation is the possibility of connecting with another human being in a meaningful way.” ― Mitch Anthony

With sixteen years of experience in the San Francisco wealth management industry, Sabrina’s mission is to help clients feel like they have a solid framework for making informed financial decisions during times of transition.  She has a passion for working with young tech executives structuring equity compensation management strategies pre and post IPO. Paired with technical expertise, Sabrina brings the Certified Professional Co-Active Coach® (CPCC) designation to her work with clients via a systematic process of active listening, helping clients form and articulate goals, facilitating conversation, and discovering “ah ha” moments.  As a newlywed herself, she enjoys working with career engaged couples to communicate openly about their finances and shared financial goals.

Sabrina is an active volunteer cultivating the next generation of talent and development of women.  Sabrina currently sits on the CFP Board Women’s Initiative (WIN) Council focusing on initiatives to increase the number of women entering the financial planning profession, including the number of women CFP® professionals.  Sabrina regularly serves as a mentor for the XYPN and FPA Residency Programs designed to engage, inspire, and empower new CFP® professionals through experiential learning to be confident in their ability to create meaningful relationships with their clients.  Sabrina was a founding member and past President of NexGen supporting young and emerging financial planners now over 2,500 strong nationwide.

Education: 

  • BA, Business Administration, Principia College 
  • Certificate, Personal Financial Planning, University of California, Berkeley

Community and Affiliations: 

  • Leadership San Francisco (2018-2019) 
  • Current committee member and past Chair of Admissions and Standards - The Olympic Club 
  • Past Board Member- The Junior League of San Francisco
  • 2019 Top Ten to Watch, WealthManagement.com innovators and influencers set to change the industry 
  • 2018 Investment News Women to Watch, female leaders impacting the financial advice industry 
  • 2015 National Heart of Financial Planning Award, representing the FPA’s core values in the profession 
  • 2014 Investment News 40 Under 40, leading the charge towards innovation in financial planning

What colleagues say about Sabrina: 

Sabrina’s really knowledgeable and engaging. She really cares about her clients and connects with them on a professional and personal level. She always remembers special occasions and the clients really love it because it shows she cares.” 

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