
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…
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