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Sarah G. Green, CFP®

Protected Investors of America

235 Montgomery St
Ste 1050
San Francisco, CA 94104
Phone: (510) 761-6491

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Primarily fee-only work and open to client preference

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.