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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Eugene

Sarah Kordon

CFP®, CRPS®

Senior Wealth Advisor

1400 Executive Pkwy, Suite 110
Eugene, OR 97401

Sarah Kordon

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Sarah Kordon

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CRPS® – CHARTERED RETIREMENT PLANS SPECIALIST℠

About Sarah

Sarah is dedicated to helping her clients achieve financial confidence and overall well-being. With over 20 years of experience in financial services, she is passionate about guiding individuals and families through comprehensive financial planning, empowering them to reach their goals and live life to the fullest.

Beyond her work, Sarah is an active leader in her community and also enjoys spending time with her family and her pets, getting out in nature, reading, and checking new travel destinations off her bucket list.

Education and Professional Milestones

  • University of Oregon – Bachelor of Science in Business and Economics
  • Current President of the Eugene Education Foundation Board
  • Former President of the Mid-Oregon Financial Planning Association Board
  • Previously volunteered as a Prosperity Planner with Goodwill Industries, assisting low-income individuals with financial planning

 

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