Sarah Wotherspoon
Managing Director, Financial Advisor @Wealthspire
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WORK HISTORY
Managing Director, Financial Advisor @Wealthspire
San Rafael, CA, US
EDUCATION
College for Financial Planning
Master's Degree, Financial Planning
University of Arizona
Bachelor's Degree, Communications
SKILLS
ABOUT SARAH WOTHERSPOON
Imagine having a partner to help you make financial decisions with confidence, someone who truly understands you and aligns financial strategies with your most important people, priorities, and values. This is the journey I embark on with my clients every day.With over two decades of experience in wealth management, I am dedicated to empowering clients to live well today and plan for a fulfilling future. My career began with Bond and Devick in Minneapolis and continued with Friedman & Associates in Marin County, California. I was a partner with Private Ocean, which Friedman & Associates and Salient Wealth Management combined to create in 2009. We joined Wealthspire Advisors in 2021, which was a welcome expansion of capabilities and deepening of expertise for clients. Closely collaborating with my passionate, intelligent, and endlessly curious colleagues continues to be a highlight. I am an active member of the Marin County Estate Planning Council and the Financial Planning Association. I also proudly serve on the Advisory Council of Resilient Neighborhoods, addressing climate change and fostering community resilience.San Anselmo is the delightful community I call home. My husband, Bob, our kids, Milo and Ceci, and our dog, Remi, love our adventures together on the nearby trails and waters. Specialties: Wealth management, financial planning, investment management, retirement planning, and community engagement.
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