Sarah Martin

Sarah Martin, CFP®️, is currently the Managing Director, overseeing the relationship management for several Plan Sponsors within their 401k plans. Previously, they held various roles in the financial services industry, including as a Client Relationship Manager at Charles Schwab and a Supervisory Principal Associate at Independent Financial Group, LLC. Sarah's experience also includes significant positions at Fidelity Investments, where they focused on operational excellence and enhancing client interactions. They hold degrees in Finance from Diablo Valley College and San Diego State University, and are pursuing a CFP degree at the University of California, Berkeley.