Sarah Robinson, CFP® 

Wealth Advisor

 

Sarah is a Wealth Advisor and member of the Leadership Team for Vista Wealth Management Group, LLC.  Prior to our merger with Vista in 2019, Sarah was the Director of Client Service Operations for Hines Warner Wealth Management, where she served for ten years in increasingly complex roles.  As a licensed investment advisor representative and a CERTIFIED FINANCIAL PLANNER™ professional, she specializes in financial planning with an emphasis on retirement income, cash flow analysis and risk management.  Sarah oversees the Portland back office team to ensure consistent quality across client operations.  She believes every successful client relationship is based on trust which is earned through consistent performance and exceeding expectations. Sarah is active in our community, currently serving as Trustee of the Foundation and Chair of the Ambassador Board for Albertina Kerr, a non-profit organization supporting children and adults with developmental disabilities and mental health challenges.  She speaks fluent Japanese and in her spare time enjoys playing soccer.  She holds a Series 65 securities license and resides in Portland, Oregon with her family. 

EDUCATION

University of Oregon.

Bachelor of Arts, Business Administration and Japanese.

Concentrations in Finance and International Management.

 

 

LEADERSHIP

Albertina Kerr,

Trustee, Foundation

Chair, Ambassador Board.

Women's Center for Leadership,

Emerging Leaders Advisory Board.

Oregon Food Bank,

Volunteer.

 

Oregon Zoo,

Volunteer, Annual Halloween "Trick or

Treat" event.

 

RECOGNITIONS

Evans Scholar Alumnus,

Evans Scholars Foundation.

503.292.2775  |  sarah@hineswarner.com

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1500 SW First Avenue, Suite 990

Portland, OR 97201

503.292.2775

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© 2019 Hines Warner A Vista Wealth Management Company.  All rights reserved.