Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
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 themLeading our West Coast advisors, a wonderfully passionate, collaborative and thoughtful bunchSarah 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.
Partnering with clients in making solid financial decisions by integrating financial analytics with what’s most important to themLeading our West Coast advisors, a wonderfully passionate, collaborative and thoughtful bunchSarah 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
