San Ramon, California, United States
I am a CERTIFIED FINANCIAL PLANNER™ Professional with Unique Planning. I received a Bachelor of Science in Economics from Sonoma State University in 2006. I began my career in the accounting field and ultimately chose financial services in 2010. My time in the financial industry includes prior experience at Ameriprise Financial and Lincoln Financial Advisors. I enjoy working with families and professionals in all stages of life and educating my clients on different aspects of their financial situations. I use my professional experience and detail-oriented personality to immerse myself into my client’s situations. By understanding my client’s objectives, I am able to help with creative planning solutions to assist them in pursing their goals. Originally from Lafayette, CA I now reside in Ridgefield, WA with my husband and young children. Outside of work I enjoy spending time with my family, finding new trails to explore, gardening, and the occasional trip to wine country. I am an animal lover and have a passion for helping dogs. I volunteer my time to help at my children’s school and am involved in fundraising events.
Sarah Woehrman, CFP® p: (925) 381-6100 f: (888) 6WE-PLAN or (888) 693-7526 2010 Crow Canyon Place #100 San Ramon, CA 94583 [email protected] www.Unique-Planning.com CA Insurance License #0H83504 Sarah Woehrman is a Registered Representative with, and Securities offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Advisory services offered through Mariner Independent Advisor Network, LLC a Registered Investment Advisor. Mariner Independent Advisor Network, LLC and Unique Planning are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Sarah Woehrman, CFP® 3201 Danville Blvd. Suite 190 Alamo, CA 94507 925-786-7598 California Insurance License # 0H83504 Learn more about our practice at: www.spectrumwealthpartners.com Sarah Woehrman is a registered representative of Lincoln Financial Advisors Corp. Sarah Woehrman is securities licensed in CA, CT, MA, NV, NM, and NY. Spectrum Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN-2874568-121619