Sara Saxe is a seasoned Senior Vice President in Wealth Management at UBS Financial Services Inc., based in the Menlo Park office. With a career spanning over four decades, Sara has cultivated a wealth of expertise in financial planning and investment strategies, making her a...
Sara Saxe is a seasoned Senior Vice President in Wealth Management at UBS Financial Services Inc., based in the Menlo Park office. With a career spanning over four decades, Sara has cultivated a wealth of expertise in financial planning and investment strategies, making her a trusted advisor for high-net-worth individuals and families. After earning her degree with Honors from Occidental College in Los Angeles, she began her professional journey at Kidder, Peabody & Co. Inc., where she honed her skills in wealth management and client relations.
Sara's commitment to excellence is underscored by her certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor. These credentials reflect her deep understanding of comprehensive financial planning, retirement strategies, and corporate stock benefit consulting. At UBS, she leads key projects focused on developing personalized wealth management strategies that align with her clients' unique financial goals and aspirations. Her approach combines rigorous analysis with a keen understanding of market trends, enabling her to provide tailored investment solutions that optimize asset growth and risk management.
In her role, Sara is particularly adept at navigating the complexities of wealth transfer and estate planning, ensuring that her clients' legacies are preserved for future generations. Her extensive knowledge of financial markets, combined with her dedication to client education, positions her as a valuable resource for individuals seeking to enhance their financial literacy and investment acumen. As a wealth advisor, Sara Saxe continues to make a significant impact in the financial services industry, guiding her clients toward a secure and prosperous financial future.
