Sarah
Anderson
Money Managers, Inc
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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
Services Offered
Fee Structure
Office Location
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Money Managers, Inc Brokerage Details
$153,369,789
5
701
$218,787
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sarah Anderson Work History
Money Managers, Inc
Firestone Walker Brewing Company
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
Orange, CA
Las Vegas, NV
Atascadero, CA
Atascadero, CA
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
