Sarah Woehrman | Unique Planning

ABOUT US

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Financial PLANNER

SARAH WOEHRMAN, Cfp®

Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

E: Sarah@Unique-Planning.com
P: 888-593-7526 ext. 107

Sarah Woehrman, CFP® is a Financial Planner with Unique Planning. She received a Bachelor of Science in Economics from Sonoma State University in 2006. She began her career in the accounting field and ultimately chose financial services in 2010. Sarah’s time in the financial industry includes prior experience at Ameriprise Financial and Lincoln Financial Advisors.

Sarah enjoys working with families and professionals in all stages of life and educating her clients on different aspects of their financial situations. She uses her professional experience and detail-oriented personality to immerse herself into her client’s situations. By understanding her client’s objectives, Sarah is able to help with creative planning strategies to assist them in pursing their goals.

Originally from Lafayette, CA Sarah now resides in Ridgefield, WA with her husband and two young children. Outside of work she enjoys spending time with her family, finding new trails to explore, gardening, and playing on a women’s soccer team.

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Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

Sarah Woehrman is a Registered Representative with, and Securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. MIAN does not provide legal or tax advice. Mariner Independent Advisor Network and Unique Planning are separate entities from LPL Financial

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paul Crawford Dislcosure Packet: MIAN Form CRS, LPL Form CRS, ADV Part 2A & 2B, MIAN Privacy Policy

Sarah Woehrman Disclosure Packet: MIAN Form CRS, LPL Form CRS, ADV Part 2A & 2B, MIAN Privacy Policy