I am a Managing Director at Cresset where I deliver financial solutions on behalf of highly successful families by providing financial planning, pre-sale planning, asset management, concentrated stock hedging strategies for corporate executives, lending, trust & estate planning, philanthropic planning, family governance, education/financial literacy, consolidated performance reporting, and alternatives strategy due diligence. Much of my work is with wealthy clients and families to help them achieve and maintain their personal vision of financial fulfillment. Wealth management is far more than simply providing investment advice- it is a deeply personal relationship born from a comprehe
Sarah Simon
Managing Director, Wealth Advisor
Cresset
United States, California, San Francisco
About Me
Profile Information
Managing Director, Wealth Advisor
Cresset
Investment Team,Operations Team
Investor
Multi-Family Office
San Francisco
California
United States
Jul 9, 2025
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