Sarah Ellis, CFP®

Sarah Ellis, CFP®, has a diverse work experience in the financial industry. Sarah began their career in 2012 as a Store Manager at Peet's Coffee. In 2018, they transitioned into the wealth management field, joining Morton Wealth as an Associate Advisor. Throughout their time at Morton Wealth, Sarah held various roles, including Client Experience Manager, Advisor Operations Manager, and Wealth Advisor. In their most recent role, they served as a Strategic Planning Specialist before leaving the company in 2023. Currently, Sarah holds the position of Vice President at Curated Wealth Partners, where they utilize their expertise in financial planning to provide comprehensive wealth management services.

Sarah Ellis, CFP®, has a diverse educational background. Sarah obtained their Bachelor of Business Administration (BBA) degree in Business Administration and Management, General from Oregon State University from 2018 to 2020. Prior to that, they attended California Lutheran University from 2009 to 2013, where they pursued a field of study in Biochemistry. Sarah completed their high school education at Moorpark High School from 2005 to 2009.

In addition to their formal education, Sarah has obtained several certifications to enhance their professional qualifications. Sarah became an OKR Certified Coach from the Expert in the Outcome Mindset Method in October 2021. Additionally, they earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional from the CFP Board in December 2022.