Sarah Williams, CFP®
Retirement Planning Specialist at Prosperity Partners
Client Satisfaction
High
Avg. Annual Return
8.2%
Client Retention
97%
Response Time
< 24 hours
Biography
With over 15 years of experience in wealth management, I specialize in helping clients prepare for a comfortable retirement through strategic planning and investment management. My approach focuses on creating personalized financial roadmaps that align with your long-term goals and risk tolerance.
Education & Credentials
- Certified Financial Planner (CFP®)
- MBA, Finance, Stanford University
- BA, Economics, University of California, Berkeley
Specialty
Retirement Planning
Assets Under Management
$250M+
Minimum Investment
$250,000
Experience
15+ years
Match Score
98%Based on your financial goals and preferences, Sarah is an excellent match for your needs.
Schedule a Free Consultation
Book a free 30-minute consultation to discuss your financial goals and see if we're a good fit.
Contact Information
For immediate assistance, you can reach out directly:
Email: sarah.williams@example.com
Phone: (555) 123-4567
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