Sarah George 2023

Sarah George

Wealth Advisor
Office: (415) 430-4144

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

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