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November 9-10, 2021
W Chicago City Center

Sarah Simon
Managing Director, Wealth Advisor at Cresset Capital

Profile

Sarah Simon, JD, serves as Director, Wealth Strategist and Wealth Advisor with Cresset’s San Francisco office. She works with clients to develop comprehensive, holistic financial strategies to help them achieve the purpose and vision for their wealth. Sarah focuses on pre-sale planning, trust and estate tax planning, and alternatives strategy and due diligence.

Sarah previously served as an Advisor with Coastal Bridge Advisors, where she provided families with financial planning, asset management, concentrated stock hedging strategies, lending, family governance, education and financial literacy, and consolidated performance reporting among other family office services.

Sarah earned a JD degree from the University of North Carolina School of Law, and a bachelor’s degree in economics from the University of North Carolina at Chapel Hill. She volunteers with the Save the Children Professional Advisors Council, which focuses on promoting early childhood literacy and math in financially distressed communities. In addition, she has been published multiple times by Worth magazine, as well as other financial publications.

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

Agenda Sessions

  • RIA Panel – case studies on utilizing PPLI for clients: what works, what doesn’t, how it fits as part of a broader wealth management plan

    1:50pm