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Bio, May 2015

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Bio, May 2015

  1. 1. We shape financial solutions for a lifetime® Contact me ameriprise.com © 2015 Ameriprise Financial, Inc. All rights reserved. For additional important information about an advisor please check FINRA BrokerCheck at www.finra.org/brokercheck or call (800) 289-9999. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial cannot guarantee future financial results. Associate with an Ameriprise Financial franchise. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Sarah Arthur Financial Advisor Hearthstone Wealth Management A private wealth advisory practice of Ameriprise Financial Services, Inc. Tel: 310.792.4988 sarah.arthur@ampf.com 21311 Hawthorne Boulevard Suite 100 Torrance, CA 90503 ameripriseadvisors.com/sarah.arthur CA Insurance #0I96137
  2. 2. My background Business Experience 2014 to present, Financial Advisor, Ameriprise Financial Services, Inc., Torrance, CA 2013 to 2014, Paraplanner, Ameriprise Financial Services, Inc., Torrance, CA 2011 to 2012, Development Manager, Bradford Real Estate Services Corp., Santa Monica, CA 2008 to 2011, Leasing & Marketing Associate, Bradford Real Estate Services Corp., Chicago, IL 2007 to 2008, Risk Technology Solutions Consultant, Protiviti, Chicago, IL 2006 to 2006, Financial Representative Intern, Northwestern Mutual Financial Network, Indianapolis, IN Education B.S. Management, 2007, Finance Purdue University, West Lafayette, IN Certificate, 2015, Personal Financial Planning UCLA, Los Angeles, CA Professional associations Society of Physician Entrepreneurs (SoPE) - Greater LA Chapter, Junior Board Member, Santa Monica, CA Financial Planning Peer Group, Co-Founder, Los Angeles, CA My approach A unique and disciplined approach I honor the privilege of working with clients to strive toward better outcomes for themselves and their loved ones through reflection of their personal values. Our team offers financial planning, advisory, and implementation services with regards to cash flow, investments, insurance, tax strategies, workplace benefits, retirement, and estate planning strategies. With an established network of knowledgeable resources to support you, we bring your unique dreams and goals more within reach. Areas of focus •Executive compensation and benefit strategies •Retirement plan distribution •Tax planning strategies •Wealth preservation strategies •Women’s financial strategies My clients As an advocate of the LGBT community, I can help you with your unique financial needs and goals including domestic partner planning. I’ll help you feel more confident and in control of your financial future. I also work closely with: •corporate executives •professionals •entrepreneurs About me Interests Economics, Travel, Hockey, Biking, Skiing, Events Personal/Family information I am engaged to marry Maureen in October of 2015. My parents and brother Bobby live in Indianapolis; my brother Chet, sister Marget, her husband Pete, niece Gabby, and twin nephews Liam & Peter live in Chicago. My sister Barbara and I both live in lovely Santa Monica.

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