About
Sarah Chen is a Certified Financial Planner with over 15 years of experience helping tech professionals and small business owners in the Bay Area build lasting wealth. She is known for her clear, jargon-free communication style.
Investment Philosophy
Comprehensive planning comes first. I build every investment strategy around a client's full picture — taxes, insurance, estate, and cash flow — before selecting a single fund.
The best financial plan is the one you will actually stick to.
Firm Information
FirmWealth Forward Financial
PositionPrincipal Advisor
Agency TypeRIA
Firm CRD#123456
About FirmA fee-only registered investment advisory firm in San Francisco dedicated to unbiased, conflict-free financial guidance.
Professional Details
Advisor CRD#789012
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$45M