Sarah's Bio
Financial planning associate Sarah George is a Candidate for CFP® certification. She joined Perigon in early 2021 while completing a CFP® accredited program and passed the CFP® exam in March 2023. Given her background in youth financial education, Sarah hopes to be a strong advocate for financial literacy and accessibility as she ventures into her career as an aspiring CFP® practitioner. She values transparency in the financial industry and has strong interest in socially and environmentally responsible investing strategies.
Sarah graduated with Honors from the University of Arizona in Tucson and now lives in San Francisco. She can often be found walking the city, gardening, or attempting to master a new international cuisine.
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 – 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.