Sarah Santana

Sarah has been serving investors for over a decade, advising families and large companies. She has guided investors and business owners through an array of financial disciplines, such as retirement planning, tax-deferred strategies, mortgage lending, estate execution, trust design, commercial financing and commercial real estate. Her financial background is vast, she loves to learn, and more importantly, loves to teach. She has spoken to small and large groups upward of 30,000 people. Sarah has served several local nonprofit boards and has donated countless hours of financial education to Cuesta College, Cal Poly University and small groups in the community. In 2016 Sarah was honored by the Tribune as a Top 20 under 40* and has earned the honor of being called a Latina Leading the Way by Latina Leaders of Bakersfield.

“I live to create a financial impact and to share that investing wisely is so much more than money. My greatest accomplishments are still my two beautiful children Noah and Bella.”

*The award honors the accomplishments and achievements of young men and women under the age of 40 who have demonstrated excellence in their professions and a profound commitment to community service. To be eligible, nominees must have lived and worked in San Luis Obispo County year-round.