Sarah Grayer, CFP®
Senior Client Associate at Walled Lake Planning & Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Chicago Area
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Bio
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Credentials
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Series 9/10
FINRAMay, 2016- Oct, 2024 -
Certified Financial Planner
CFP BoardFeb, 2016- Oct, 2024 -
Series 63
FINRAMar, 2015- Oct, 2024 -
Series 7
FINRAFeb, 2015- Oct, 2024 -
Series 65
FINRAFeb, 2014- Oct, 2024
Experience
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Walled Lake Planning & Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Senior Client Associate
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May 2019 - Present
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Holy Cross Lutheran Church
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United States
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Religious Institutions
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Director of High School Youth & Family Ministry
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Jun 2020 - Aug 2021
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JPMorgan Chase Bank, NA
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Spain
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Banking
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1 - 100 Employee
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Private Client Banker
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Jun 2016 - May 2019
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Charles Schwab & Co.
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United States
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Medical Practices
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Associate Financial Consultant
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Dec 2014 - Jun 2016
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Sundvold Financial
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United States
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Financial Services
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1 - 100 Employee
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Financial Specialist
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Apr 2012 - Oct 2014
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Education
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2010 - 2013
University of Missouri-Columbia
B.S., Personal Financial Planning -
Coding Dojo
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2008 - 2010
Santa Monica College
A.A., Commercial Photography
Community
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