Sarah Arthur is a financial advisor with Ameriprise Financial Services in Torrance, California specializing in executive compensation, retirement planning, tax strategies, and wealth preservation. She has a background in financial services, real estate, and risk consulting. Her unique approach focuses on helping clients achieve their personal goals and dreams through financial planning tailored to their values. She works with professionals, entrepreneurs, and the LGBT community.
The Members of Smith Elliott Kearns & Company, LLC are pleased to announce that Jodi M. Blair, CPA, Steven D. Lubart, CPA, Timothy E. Peters, CPA and Craig E. Witmer, CPA, CGFM have been elected as Associate Members of the Firm effective January 1, 2013.
If you are going through a divorce and you own a home, you will need help through this trying time. You may want to sell your home and move into a smaller one, or you might want to cash out to pay off your spouse so you can buy them out of the home completely. No matter what your questions or concerns, you can count on me to help you! Feel free to send me an email or call anytime!
Tampa Financial Advisor
Are you looking for an independent and fiduciary financial advisor in Tampa?
So you are welcome to Mintco Financial Team of Independent Financial Advisors
We are a boutique Independent Wealth Management firm specialized in the area of retirement and estate planning, taking a holistic approach to working for you.
We strive to earn our clients’ loyalty by providing the highest level service and advice, while always being professional, available, discreet, attentive, and creatively responsive to their financial planning needs and objectives.
The Members of Smith Elliott Kearns & Company, LLC are pleased to announce that Jodi M. Blair, CPA, Steven D. Lubart, CPA, Timothy E. Peters, CPA and Craig E. Witmer, CPA, CGFM have been elected as Associate Members of the Firm effective January 1, 2013.
If you are going through a divorce and you own a home, you will need help through this trying time. You may want to sell your home and move into a smaller one, or you might want to cash out to pay off your spouse so you can buy them out of the home completely. No matter what your questions or concerns, you can count on me to help you! Feel free to send me an email or call anytime!
Tampa Financial Advisor
Are you looking for an independent and fiduciary financial advisor in Tampa?
So you are welcome to Mintco Financial Team of Independent Financial Advisors
We are a boutique Independent Wealth Management firm specialized in the area of retirement and estate planning, taking a holistic approach to working for you.
We strive to earn our clients’ loyalty by providing the highest level service and advice, while always being professional, available, discreet, attentive, and creatively responsive to their financial planning needs and objectives.
NATLE is your gateway to the trial lawyer association community throughout the USA and Canada. Whether your target audience is the association or ultimately the association’s trial lawyer members, we are an instrumental part of your marketing strategy.
If you have been injured in an accident, trust experienced Philadelphia personal injury lawyer John Mattiacci to fight for you. John and his firm exclusively represent victims of negligence that have been injured in accident cases in Philadelphia, throughout southeastern Pennsylvania, and in New Jersey.
NATLE is your gateway to the trial lawyer association community throughout the USA and Canada. Whether your target audience is the association or ultimately the association’s trial lawyer members, we are an instrumental part of your marketing strategy.
If you have been injured in an accident, trust experienced Philadelphia personal injury lawyer John Mattiacci to fight for you. John and his firm exclusively represent victims of negligence that have been injured in accident cases in Philadelphia, throughout southeastern Pennsylvania, and in New Jersey.
At EEA Fiduciary Services, we are committed to providing our clients with high-quality professional fiduciary and estate management services. See this handout for more information on our services.
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2. My background
Business Experience
2014 to present, Financial Advisor,
Ameriprise Financial Services, Inc., Torrance, CA
2013 to 2014, Paraplanner,
Ameriprise Financial Services, Inc., Torrance, CA
2011 to 2012, Development Manager,
Bradford Real Estate Services Corp., Santa Monica, CA
2008 to 2011, Leasing & Marketing Associate,
Bradford Real Estate Services Corp., Chicago, IL
2007 to 2008, Risk Technology Solutions Consultant,
Protiviti, Chicago, IL
2006 to 2006, Financial Representative Intern,
Northwestern Mutual Financial Network, Indianapolis, IN
Education
B.S. Management, 2007, Finance
Purdue University, West Lafayette, IN
Certificate, 2015, Personal Financial Planning
UCLA, Los Angeles, CA
Professional associations
Society of Physician Entrepreneurs (SoPE) - Greater LA
Chapter, Junior Board Member,
Santa Monica, CA
Financial Planning Peer Group, Co-Founder,
Los Angeles, CA
My approach
A unique and disciplined approach
I honor the privilege of working with clients to strive
toward better outcomes for themselves and their loved
ones through reflection of their personal values. Our team
offers financial planning, advisory, and implementation
services with regards to cash flow, investments,
insurance, tax strategies, workplace benefits, retirement,
and estate planning strategies. With an established
network of knowledgeable resources to support you, we
bring your unique dreams and goals more within reach.
Areas of focus
•Executive compensation and benefit strategies
•Retirement plan distribution
•Tax planning strategies
•Wealth preservation strategies
•Women’s financial strategies
My clients
As an advocate of the LGBT community, I can help you
with your unique financial needs and goals including
domestic partner planning. I’ll help you feel more
confident and in control of your financial future.
I also work closely with:
•corporate executives
•professionals
•entrepreneurs
About me
Interests
Economics, Travel, Hockey, Biking, Skiing, Events
Personal/Family information
I am engaged to marry Maureen in October of 2015.
My parents and brother Bobby live in Indianapolis;
my brother Chet, sister Marget, her husband Pete, niece
Gabby, and twin nephews Liam & Peter live in Chicago.
My sister Barbara and I both live in lovely Santa Monica.