Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office.

Sarah has been with the firm and its predecessors since 2005 and in wealth management for 20 years. She is devoted to…

  • Partnering with clients in making solid financial decisions by integrating financial analytics with what’s most important to them
  • Leading our West Coast advisors, a wonderfully passionate, collaborative and thoughtful bunch

Sarah is a member of the San Francisco chapter of the Financial Planning Association and the Marin County Estate Planning Council. She also serves on the boards of Heartwood Educational Collaborative, dedicated to supporting Waldorf education, and Resilient Neighborhoods, dedicated to addressing climate change and increasing community resilience on a local level. Sarah, her husband and two children live in San Anselmo, California and embrace the outdoors whenever and wherever they can.

Previous Experience

  • Director of Wealth Management at Private Ocean Wealth Management

Education & Credentials

  • Certified Financial Planner
  • Certified Divorce Financial Analyst (CDFA®)
  • MS, College for Financial Planning, Financial Planning
  • BA, University of Arizona, Communications


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Divorce Financial Analyst® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts.  CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.