Sarah's Bio
Sarah George, CFP® is a wealth advisor based in San Francisco, CA. Sarah and her team offer holistic wealth management services for people facing big life decisions, navigating new financial circumstances, or just looking to get organized. She often works with clients in their 20s, 30s, and 40s who are building wealth and setting their dreams in motion.
Prior to joining Perigon in 2021, Sarah was a youth financial educator, sharing fundamental financial know-how with high-school age young adults. After completing her B.S. in Personal and Family Financial Planning at the University of Arizona in Tucson (go Wildcats!), she moved to San Francisco to join her Bay Area teammates.
Given her background in youth financial education, Sarah aims to be a strong advocate for financial literacy and accessibility. She values transparency in the financial industry and has a strong interest in socially and environmentally responsible investing strategies.
Outside of the office, Sarah can often be found exploring the city, tending to her many houseplants, or attempting to master a new international cuisine. She lives in the heart of San Francisco with her partner and her energetic orange cat, Eggo.
Sarah's Team
Alexandra Quitko Baranski, CPA
Arthur Ambarik, CFP®
Danny McAuliffe, CFP®
Doris Chin
Gama Jimenez
Jake Sierka
Kolby Giddings
Rachel Elson, CFP®
Sarah George
Sarah's Latest Insights
Perigon Women’s Circle Roundup: Talking Money in the Patriarchy
By Sarah GeorgeHow much does gender still affect our attitudes around finances?At our most recent Womens' Circle, we visited a metaphorical Barbie Land to discuss all things pink and patriarchal.Together we explored the ways in which gender expectations have...
Perigon Women’s Circle Roundup – How We Think About Cash
At Perigon’s most recent women’s conversation circle, in June, a group of female clients, advisors and friends discussed our reactions to the recent financial news – as well as our personal approaches to cash management, banking and saving.