Sarah Robinson, CFP® (she, her, hers)

Principal & Wealth Advisor at Adero Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Portland, Oregon, United States, US

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Aug, 2017
    - Nov, 2024
  • Series 65 Securities License
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2015
    - Nov, 2024
  • Life & Health Insurance License
    State of Washington
    Sep, 2014
    - Nov, 2024
  • Life & Health Insurance License
    State of Oregon
    May, 2014
    - Nov, 2024
  • Registered Paraplanner®
    College for Financial Planning
    Jun, 2011
    - Nov, 2024
  • Notary Public
    Oregon Secretary of State
    Aug, 2010
    - Nov, 2024

Experience

  • Adero Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Principal & Wealth Advisor
      • Jan 2023 - Present

    • Director of Process Improvement
      • Oct 2020 - Jan 2023

    • Wealth Advisor
      • Jul 2019 - Jan 2023

    • Director of Client Service Operations & Senior Associate Advisor
      • Jul 2017 - Jun 2019

    • Senior Associate Advisor, Client Services Manager & Registered Paraplanner
      • Sep 2015 - Jul 2017

    • Client Services Associate & Registered Paraplanner
      • Jul 2010 - Aug 2015

  • Holden Center
    • United States
    • Higher Education
    • 1 - 100 Employee
    • Office Assistant
      • Sep 2006 - Jul 2010

  • Rose City Golf Course
    • Golf Caddie and Pro Shop Clerk
      • Jun 2004 - Sep 2006

Education

  • Northwestern University
    CERTIFIED FINANCIAL PLANNER™ Education
    2016 - 2017
  • University of Oregon
    BA, Business Administration & Japanese
    2006 - 2010
  • University of Oregon - Charles H. Lundquist College of Business
    Certificate of Global Management, Finance & International Management
    2006 - 2010

Community

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