Sara Rasmussen

Director of Financial Planning at C1 Wealth Management

Role
Director of Financial Planning at C1 Wealth Management
Location
Puyallup, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sara Rasmussen

Series 7, 63, 65

Experience

  1. Director of Financial Planning

    C1 Wealth Management

    Oct 2024 — Present · Tacoma, WA, US

Education

  • Clark University

    Bachelor of Arts (B.A.), Psychology

    1995 — 1999

Skills

  • Retirement
  • Fixed Annuities
  • Life Insurance
  • Sales
  • Series 7
  • Mutual Funds
  • Team Building
  • Insurance
  • Retirement Planning
  • Marketing
  • Series 63
  • Account Management
  • New Business Development
  • Customer Service
  • Sales Management
  • Wealth Management

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Sara Rasmussen — Director of Financial Planning at C1 Wealth Management in Puyallup, WA, US | Unifers