Sarah Frenczak, financial advisor Burlingame CA

Sarah Frenczak

CRD Number: 4581697
Current Firm: Transamerica Financial Advisors, Inc.

Sarah Frenczak (CRD# 4581697) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 21 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Coach Me Media San Francisco, CA Sep 2019 - Current 4
Think And Grow Rich Tour And Program San Francisco, CA Sep 2019 - Current 4
Coach Me Academy San Francisco, CA Sep 2019 - Current 4
Elite Benefits San Francisco, CA Mar 2019 - Current 5
Anthem Blue Cross San Francisco, CA Oct 2013 - Current 10
Transamerica Financial Advisors, Inc. Burlingame, CA Apr 2012 - Current 11
World Financial Group, Inc. Burlingame, CA Dec 2011 - Current 12
Sfl Coaching And Podcasting San Francisco, CA Jan 2018 - Aug 2023 5
Financial Freedom Debt Consulting San Diego, CA Sep 2019 - Apr 2023 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sarah Frenczak
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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