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Sarah Pham
Professional designations
AAMS, CFP, ChFC, MBA, Other
Firm or Broker/Dealer name
Mercer Advisors
States licensed in
Boulder
,
Colorado
Areas of expertise
Languages spoken
English
Areas of Expertise
Education/College Planning
Estate Planning
Financial Planning
UHNWIs/Family Office
Tax Planning
Time Zone
As a Wealth Advisor, I’ve spent over a decade helping individuals and families navigate life’s transitions with clarity and care. My work is grounded in listening, understanding, and offering thoughtful financial guidance tailored to each person’s journey.
Through Wings for Widows, I’m honored to offer pro bono support to those facing loss. I understand how overwhelming financial matters can feel during grief, and I strive to create a safe, supportive space where you can ask questions and move forward at your own pace.
Whether you need help organizing documents, understanding your financial picture, or simply want someone to walk beside you without pressure, I’m here—with empathy and expertise. I bring not only technical knowledge but also a deep respect for the emotional journey you’re on.
If you’re looking for someone who will meet you where you are and help you take the next step with care, I’d be honored to support you.
Through Wings for Widows, I’m honored to offer pro bono support to those facing loss. I understand how overwhelming financial matters can feel during grief, and I strive to create a safe, supportive space where you can ask questions and move forward at your own pace.
Whether you need help organizing documents, understanding your financial picture, or simply want someone to walk beside you without pressure, I’m here—with empathy and expertise. I bring not only technical knowledge but also a deep respect for the emotional journey you’re on.
If you’re looking for someone who will meet you where you are and help you take the next step with care, I’d be honored to support you.