Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Swift Brandon is an Investment Advisor Representative who is licensed to provide investment advisory services in California. Sarah has been in the financial industry since July 2009 and is currently employed by Rebalance LLC. Sarah is associated with Rebalance LLC's Palo Alto, CA branch office. Sarah is registered to provide investment advice in the following areas: financial planning, portfolio management for individuals, and pension consulting. Sarah's expertise is in the areas of portfolio management for individuals, portfolio management for pooled investment vehicles and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/28/2011 - Present
Rebalance LLC (PALO ALTO CA)
IA
Issued 09/01/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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