Sarah Bird
Senior Wealth Advisor @Albion Financial Group
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WORK HISTORY
Senior Wealth Advisor @Albion Financial Group
Salt Lake City, UT, US
I joined Albion Financial Group in I love working with clients as they establish, progress towards, and accomplish their goals. I work with several multi-generation client families and enjoy serving as a sounding board and guide to clients as they transition wealth from one generation to the next. I am continually excited to learn about new ideas and processes in the financial advising world.
EDUCATION
University of Utah
Bachelor of Science (BS)
SKILLS
ABOUT SARAH BIRD
Sarah is a Certified Financial Planner™, a NAPFA-Registered Financial Advisor, and a Master Graduate of Rapport Leadership International. Sarah loves working with her clients to help them understand their financial picture. She is a passionate teacher who helps clients navigate a variety of multi-generational milestones. She enjoys serving as a trusted confidante, sounding board, and guide to clients helping them obtain their financial goals through all life stages. Sarah serves as a lead team member on many projects and committees within the office and brings with her the exceptional ability to rally a group to do their best, and to be their best. She enjoys leading Albion Financial Group\'s community outreach and quarterly service at the Utah Food Bank. Continuing education and personal development are two of her professional interests. Her commitment in these areas shows in her dedication to her clients and to leadership initiatives within the community.
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