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Sarah Tolson, CFP

Girls Just Gotta Have Funds
Financial Planning

Contact Information:

4115 Blackhawk Plaza Circle, #100
Danville, CA 94506
United States

Years in Business:

 

5

Clients I'm Seeking:

 

I believe that it's never too early or too late to start planning for your future. I am passionate about helping women create a wealth-building plan tailored to their age, goals, and life circumstances.

About My Business:

 

As a second generation financial planner, I initially joined my family's wealth building practice in order to work with the children of my parent's clients, who were in their 30's and 40's, and help them start building their own wealth, with someone who understood their values and who would not be judgmental or lecture them like a parent. Now, 5 years later, I work across generations and continue to focus my business on helping families.

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