Sarah Kalsman CFP®
Director, Wealth Planning

- 9 years of experience in finance, retirement income planning, financial planning, investments
- Former Senior Wealth Advisor at Beacon Pointe Wealth Advisors
- Former Wealth Advisor at a large registered investment advisory firm in San Diego.
- BS from San Diego State University with a degree in Financial Services and specialization in Personal Financial Planning
- CA Life, Accident & Health Insurance licensed