We found the following information about Sara Kalsman at One Capital Management, Llc, where Sara has worked as a Director | Wealth Planning since 2020. Sara's total work experience is over four years, during which time this expert had at least four jobs at different places to develop skills. Sara studied at the San Diego State University from 2009 to 2013. This professional received the following certifications: Series 65, Certified Financial Planner™, and California Life, Accident, and Health. Sara Kalsman is skilled in two languages: English and German. Sara currently is located in San Diego, California. You can contact with Sara by searching for phone number or email address or find full info by requesting access to Sara Kalsman's additional details from us.
Name variants:
Sarah Kalsman
Last updated May 09, 2024
Contact Information
Workplace
Director | Wealth Planning
Thousand Oaks, CA
Industry
Investment Management
Colleagues
Work History
Director | Wealth Planning
3075 Townsgate Rd SUITE 350, Westlake Village, CA 91361
from Jan 2020
Senior Wealth Advisor
24 Corporate Plaza Dr SUITE 150, Newport Beach, CA 92660
Beacon Pointe Wealth Advisors is an independent Registered Investment Advisory firm (RIA) working with endowments, foundations, other institutions, and high-net-worth individuals and famili...
from Mar 2016
Wealth Advisor
7777 Alvarado Rd SUITE 116, La Mesa, CA 91942
As an independent Registered Investment Advisor, Reilly Financial Advisors manages client assets through fully integrated solutions, providing a comprehensive suite of services to help clie...
Jul 2013 — Feb 2016
Financial Planning Intern
12531 High Bluff Dr SUITE 110, San Diego, CA 92130
As an intern with Premier Wealth, I learned the fundamentals of financial planning, including individual tax planning & projections, financial analysis, retirement projections, and portfolio...
Jul 2012 — Jun 2013
Education
2009 — 2013
2011 — 2012
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Advisor
Lawyer
Fiduciary
Operations Manager
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Skills
Financial Analysis
Strategic Financial Planning
Microsoft Office
Financial Planning
Investments
Retirement Planning
Finance
Money Guide Pro
Financial Services
Investment Advisory
Presentations
Asset Management
Asset Allocation
Securities
Strategic Planning
Leadership
Sales
Financial Reporting
Marketing
Customer Service
Team Leadership
Risk Management
Accounting
FAQs about Sara Kalsman
What is the profession of Sara Kalsman?
This professional's job is Director | Wealth Planning
What are the main profession of The professional?
These person's professions are Executive and Director
Where does Sara Kalsman currently live?
Sara currently lives in San Diego, California.
How many companies did Sara Kalsman work at?
The professional worked at four jobs.
Where has Sara Kalsman studied?
Sara studied at the San Diego State University from 2009 to 2013.
What are the certifications of Sara Kalsman?
The professional received the following certifications: Series 65, Certified Financial Planner™, and California Life, Accident, and Health.
What languages does Sara Kalsman speak?
Sara Kalsman speaks English and German.
What is the industry that Sara Kalsman worked in?
This person works in Financial Services industry.