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Biography

Sara is a Principal and Wealth Planner in the Santa Barbara office, where she works with individuals and families to help them understand, implement, and achieve their financial goals. She aims to understand each client’s unique situation and guides them toward achieving lasting financial wellbeing.

Prior to joining Cerity Partners, Sara spent 8 years at West Coast Financial, where she served in a similar role as an Associate Financial Advisor.

In her spare time, Sara enjoys spending time her wife and family exploring everything that Santa Barbara has to offer.

Learn more about my practice.

Education

  • B.S. Financial Mathematics and Statistics

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Dustin Ribergaard

Lead Concierge

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Lead Concierge

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