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Sara Saxe

Senior Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor

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64 Willow Place
Suite 200
Menlo Park, CA 94025

In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to me about how I can help you embrace your financial future with confidence.

Sara Saxe has been recognized as an industry leader.

  • Forbes America's Top Women Advisors, 2018, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Forbes Top 200 Women Advisors, 2017


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