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Biography

Sarah Christensen is an Associate in the North Bay office. She is a member of the Wealth Management team, where she supports clients through account management, day-to-day service, and comprehensive financial planning. By bridging operations and planning, Sarah aims to provide structure and support so clients can work towards their financial goals.

Prior to joining Cerity Partners, Sarah served as a Client Service Associate with Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focused on women and their families.

In her spare time, Sarah enjoys reading, cooking, and all things theater and music. She is based in Salt Lake City, Utah.

Learn more about my practice.

Education

  • B.S. in Family, Community, and Human Development, Financial Planning and Counseling emphasis, magna cum laude, from the University of Utah

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Here are some valuable insights to read before your meeting

Dan Donofrio

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Individuals and Families

How High-Net-Worth Families Pay for College

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Economic and Market Outlooks

Video: October 2025 Economic & Market Outlook

October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…

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Estate Planning

The Power of Substitution

October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.