As a Lead Advisor and Director of Impact Investing at North Berkeley Wealth, Sarah helps people feel at home on their wealth journey. By integrating her clients’ long-term investment goals with their personal story and circumstances, she creates a sense of fulfillment, peace, and empowerment. She sees herself as a partner in understanding how clients weave their world view into an implemented financial strategy.
Sarah has been in financial advisory services for 19 years. Before joining North Berkeley, she was the founder and principal wealth manager of an independent RIA. She is a proponent of sustainable and responsible investments and deeply believes that we can harness the power of economic progress to create positive impact while supporting personal financial goals.
Sarah lives in Hercules with her husband James, their two children and two cats. She loves hikes under an open sky, rocking out as a soccer mom, practicing and leading yoga, and building connections in the SRI community.
Education, Certifications, & Affiliations
- CFP® (CERTIFIED FINANCIAL PLANNER™) certification
- B.A. in Spanish Language and Literature, Indiana University Bloomington
- Member, Financial Planning Association (FPA)
More About Sarah
Right now I’m excited by …
the velocity of collaboration in local communities and across the globe to understand and work toward a regenerative economy. Circular systems that support farmers, provide quality food, and build the soil light me up. It feels like the continuation of work that my grandparents and great grandparents did as farmers and professors of soil and agricultural engineering. I am a product of both. Whether farmers, children, or immigrants, I am truly excited by financial empowerment of the most vulnerable among us.
Outside of work I like to…
I honor my inner self through early morning meditation, breath work, or exercise to affirm wellness in my work and personal life. I also lead youth in yoga and visioning circles, sing in the local choir, host family meals, dance in community, and build the soil of our garden.
The best advice I ever received was…
that you cannot lose on the path of love. Whether celebrating and lifting the accomplishments of others or navigating a challenging moment, this mantra steers me in the direction of patience, tolerance, and a broader appreciation for the experience of the world around me.