SB

Sarah Brown

Brown Financial Group

Florida
Fiduciary

Overview

Sarah Brown is a dedicated financial advisor with 11+ years of experience specializing in investment management. Based in Florida, , they work with clients to develop personalized financial strategies that align with their unique goals and life circumstances. As a fiduciary, Sarah puts clients' interests first and provides objective, personalized guidance. Their approach combines comprehensive financial planning with a deep understanding of retirement income strategies.

Firm Details

Experience

11 yrs

AUM

N/A

Minimum

$250K

Fee Type

Fee-Based

Specialties

Investment Management

Life Events Served

Getting MarriedReceiving an InheritanceApproaching Retirement

Certifications & Licenses

FiduciaryCFACFPCIMA

Disclosures

Clean Record

No complaints, regulatory actions, or disclosures found

Office Locations

Brown Financial Group

Primary

Florida

Key Team Members

SB

Sarah Brown

Financial Advisor

A
4.6
39 Advisa reviews