Sarah Behr
- CFA®
Simplify Financial Planning
San Francisco, CA
Contact Sarah
Sarah can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Divorce Planning
- Real Estate Planning
- Business Finance Planning
About
I'm Sarah Behr. At age 5, I got an early start - saving for college and managing a weekly budget of 25 cents (my allowance at the time). I've been a planner, saver, and investor ever since.
For the past several years, I've directed investments and personal finances for private clients at UBS and Credit Suisse. I hold a Bachelor's Degree from Wake Forest University.
I devote a portion of my time to pro bono work with City Hope and the SF County Jail. I'm committed to community engagement and social justice.
Most importantly, I'm a Registered Investment Advisor and a member of the Financial Planners Association and Garrett Planning Network?. I uphold a Fiduciary Standard and Code of Ethics, which means that your interests are placed ahead of my own.
I don't sell financial products for commission nor do I benefit from your investment portfolio in any way.
I charge a Flat Rate for your Financial Plan, one simple price!