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ABOUT US

Reference

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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 Pleasant Hill, CA with her husband, two young children, and their dog Loki. Outside of work she enjoys spending time with her family, finding new trails to explore, gardening, and the occasional trip to wine country. She is an animal lover and has a passion for helping dogs. Sarah volunteers her time with Second Chance German Shepherd Rescue and supports their annual gala event.

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. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Derek Turnbull is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC.

Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Strategic Wealth Advisors Group and Unique Planning are separate entities from LPL Financial.
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Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
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Derek Turnbull | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0B01257
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Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

 

 

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