Sarah Wotherspoon, MS, CFP®, CDFA®
Director of Wealth Management, Principal, San Rafael
“I dwell in possibility.” –Emily Dickinson
As a financial advisor, Sarah creates portfolios for her clients with the objective of ensuring they have money to both reach their goals and last their lifetime. She believes that the best way to help people make smart financial decisions is by knowing who they are and what they want, and she takes great care to build trust and rapport with her clients. As the Director of Wealth Management, Sarah is responsible for ensuring the quality and consistency of financial planning advice to our clients across advisors, mentoring and training advisors as they progress through various stages of experience, helping structure and implement company initiatives and working with leadership in making Private Ocean’s technical and non-technical client advice and experience the best it can be.
In her spare time, Sarah focuses on spending time with her husband, two kids and dog. She’s very active in her kids’ schools, often in a financial capacity, and brings financial literacy education to various local groups in Marin County. She also appreciates time on her bike and with books/podcasts.
- MS, Financial Planning, College for Financial Planning
- BA, Communications, University of Arizona
What colleagues say about Sarah:
“Aside from being dedicated to helping clients and supporting her colleagues, Sarah has this amazing ability to hear different points of view and create a path where everyone feels empowered moving forward.”