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Portland - SW 5th Avenue | Suite 2325

Sarah Robinson

CFP®

Senior Wealth Advisor

1211 SW 5th Ave, Suite 2325
Portland, OR 97204

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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.

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Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Sarah

Sarah specializes in financial planning with an emphasis on retirement income, cash flow analysis, and risk management. She believes every successful client relationship is based on trust, which is earned through consistent service and exceeding expectations.

Sarah has more than 16 years of experience in the financial services industry. Prior to joining Focus, she was a Partner and Wealth Advisor at Adero Partners, where she served in increasingly complex roles.

Sarah is active in the community, currently serving as a trustee for the Albertina Kerr Foundation, a nonprofit organization supporting children and adults with developmental disabilities and mental health challenges. She also serves on the board of directors as treasurer for All Classical Radio.

Education and Professional Milestones

-University of Oregon - bachelor’s degree in business administration and Japanese, with a concentration in finance and international management 

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