Sarah Hamilton, CFP®, CSRIC Hamilton Walker Advisers

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About Sarah Hamilton, CFP®, CSRIC, MBA, MSFAIM

Sarah was born in Australia and through her father’s work with the UN lived out what it is to be a global citizen. She is grateful for the growth this afforded her intellectually and the compassion the experience of being an expat instilled.

In 1997 her family moved to California and sports quickly became her sanctuary. Basketball paved the way for her to play collegiately at Loyola University Chicago, Go Ramblers!

In 2005 she landed her first job in finance. For over a decade she worked one on one with families guiding them through major life decisions and an ever evolving economy. She has seen her clients live out their dreams, achieve peace of mind, and improve relationships through the financial planning process.

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Ideal Clients

  • Gen Y/Millennials
  • HENRY (High Earners, Not Rich Yet)
  • Technology Professionals
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $120+/mo
  • Assets Under Management: 0.90%

SEC Records

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