Sarah Behr (CRD# 6187283) is an Investment Advisor Representative working at Simplify Financial Planning in San Francisco, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplify Financial Planning | San Francisco, CA | Apr 2018 - Current | 6 |
| Stay At Home Parent | San Francisco, CA | May 2017 - Mar 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | San Francisco, CA | Nov 2016 - May 2017 | < 1 |
| Wells Fargo Advisors, LLC | San Francisco, CA | Dec 2015 - Nov 2016 | < 1 |
| Credit Suisse Securities (usa) LLC | San Francisco, CA | Jun 2015 - Dec 2015 | < 1 |
| Ubs Financial Services Inc. | San Francisco, CA | Jan 2015 - May 2015 | < 1 |
| Ubs Financial Services | Ketchum, ID | May 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
CA
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