Sarah joined Kochis Fitz in March of 2002 as an Investment Operations Specialist. In February of 2004, she transferred to the financial planning department, and in July 2006 she was promoted to the position of Associate Wealth Manager. Sarah is a member of the Financial Planning Association (FPA) and currently serves on the San Francisco Chapter's Membership Committee, recruiting students and new entrants to the financial planning profession to join the organization.

Prior to joining Kochis Fitz, Sarah worked as a financial analyst for Brinig & Co., Inc., a litigation consulting and business valuation firm located in San Diego, California.

Sarah earned a Bachelors degree in History and Managerial Economics from UC Davis. She completed the UC Berkeley Financial Planning Certificate Program in May 2004, and earned the CFP® credential in March 2005. Sarah also completed the FPA Residency Program in October 2005.

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