Financial Advisor | Sarah McCann

Sarah is not your typical financial advisor. To be honest, she doesn't really enjoy that title.

Purposeful Planning, Intentional Results

I create a safe space for everyone, especially women, parents, and entrepreneurs, to tell their stories and gain clarity on their goals. We assess your current situation, identify your destination, and offer options to reach it. Your personalized plan maximizes your resources, providing a snapshot of your financial picture. It addresses both short-term expenses and long-term goals like saving for a home or retirement. You'll receive tailored strategies to grow and protect your wealth. As your priorities evolve, we adapt your financial strategies to stay on track. My goal is to turn your dreams into reality as your partner in planning.

About Her

Born and raised in the Los Angeles area, Sarah spent over 15 years in the travel industry before embarking on a new career path. She realized she could be doing more to live in alignment with her higher purpose. This journey ultimately led her to the more purposeful work of helping people with financial planning. Outside of work, Sarah is a devoted mother, an audacious runner, a fitness junkie, always surrounded by music, and is committed to fostering community connections.

Sarah is dedicated to changing the narrative in the financial industry. As part of the 15% of female financial professionals, she aims to create a safe, judgment-free, and pressure-free environment where women and all individuals can openly discuss their life goals and finances without the typical industry jargon. She is committed to empowering people to lead lives of freedom and confidence through financial knowledge, helping them get closer to achieving their dreams.