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Sarah Simon

Managing Director at Cresset

Sarah Simon is a Managing Director at Cresset, specializing in delivering financial solutions for affluent families through a range of services such as financial planning, asset management, estate planning, and more.

With a background in law and economics from the University of North Carolina, Sarah employs a comprehensive, goals-based planning approach to help clients achieve their financial goals.

Having worked at Coastal Bridge Advisors and Altfest Personal Wealth Management in various advisory roles, Sarah brings a wealth of experience and expertise to her current position at Cresset.

In her personal time, Sarah enjoys traveling, hiking, reading, and spending quality time with her husband, family, and friends.

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Location

San Francisco Bay Area