About: Sarah advises existing and prospective clients, partnering with them to understand their financial goals and develop strategies for achieving them. She and her team offer financial planning, advisory, and implementation services with regards to cash flow, investments, tax strategies, workplace benefits, retirement, and estate planning techniques. Their mission is for clients to Achieve Financial Peace of Mind™.
Sarah’s driving principles are freedom, growth, and trust and she most enjoys cultivating rewarding relationships with colleagues and clients and participating in their progress.
Prior to joining Strategic View Advisors, Sarah spent five years at a private practice of Ameriprise Financial in Torrance, CA. Her first career was in retail real estate development which brought her to Southern California from Chicago. She earned a Bachelor of Science in Management from Purdue University and a Certificate in Personal Financial Planning from the University of California, Los Angeles. She maintains the Certified Financial Planner (CFP®) certification along with industry licenses that allow her to advise comprehensively and in the best interest of her clients.
Specialties: Sarah's best work is with clients who value advice and have the desire to act upon that advice. Her clients are located throughout the U.S. and range from retirees to those in the earliest phase of their working years as a result of her team's multi-generational approach to financial planning.
Most of her clients are service-related professionals and her team has a niche in advising partners of the “Big Four” accounting firms. Sarah is developing expertise in working with multi-unit franchise owners and collaborating with other professionals who understand their unique challenges and opportunities.
Quote: “If you want to go fast, go alone. If you want to go far, go together.” - African proverb
MEMBER SINCE FEBRUARY 2019
Sarah Arthur is a Representative of Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and federal savings bank. Sarah Arthur is also a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC ( www.sipc.org).
Strategic View Advisors is a marketing name Sarah Arthur uses for doing business as a Representative of NMWMC and NMIS. Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank.