Sarah
Anderson

Money Managers, Inc

CRD#7586754
Investment Advisor
in Atascadero, CA

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About this Advisor

Sarah Anderson is a financial advisor based in Atascadero, California, working with Money Managers, Inc. Sarah has previously held positions at Money Managers, Inc, Firestone Walker Brewing Company, and Santa Cruz Biotechnology, Inc. Sarah has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Sarah is part of Money Managers, Inc, which operates out of Atascadero, California. The firm has 3 offices and 5 employees. The firm manages assets totaling $153.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Money Managers, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4555 El Camino Real Suite I
Atascadero, CA 93422

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Money Managers, Inc Brokerage Details

Total Assets Under Management

$153,369,789

Total Number of Employees

5

Total Number of Accounts

701

Average Account Size

$218,787

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Sarah Anderson Work History

2022 - Present (2 years)

Money Managers, Inc

2016 - 2022 (6 years)

Firestone Walker Brewing Company

2006 - 2017 (11 years)

Santa Cruz Biotechnology, Inc

Disclosures

Please visit the SEC profile of Sarah Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Money Managers, Inc

Max Abrams
Orange, CA
Marc Aarons
Las Vegas, NV
Paul Parotti
Atascadero, CA
Sarah Anderson
Atascadero, CA
Fredrik Whitley
Las Vegas, NV

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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