Sarah Keating, Candidate For Cfp® Certification
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Sarah Keating, Candidate For Cfp® Certification Email & Phone Number

Senior Associate, Client Advisory at Pathstone
Location: Los Angeles Metropolitan Area, United States 10 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Pathstone
Role
Senior Associate, Client Advisory
Location
Los Angeles Metropolitan Area, United States
Company size
833 employees

Who is Sarah Keating, Candidate For Cfp® Certification? Overview

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Sarah Keating, Candidate For Cfp® Certification is listed as Senior Associate, Client Advisory at Pathstone, a with 833 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Sarah Keating, Candidate For Cfp® Certification.

Sarah Keating, Candidate For Cfp® Certification previously worked as Associate, Client Advisory at Pathstone and President at Edinboro University Student Government Association, Inc.. Sarah Keating, Candidate For Cfp® Certification holds Bachelor Of Science - Bs, Business Administration, Concentration In Personal Financial Planning, 3.97 from Pennwest Edinboro.

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Pathstone

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Profile bio

About Sarah Keating, Candidate For Cfp® Certification

"TRANSFORMING FINANCIAL NAIVETY INTO EXPERTISE, I'M ON A MISSION TO REVOLUTIONIZE HOW GEN Z NAVIGATES MONEY. FROM WATCHING YOUTUBE VIDEOS, TO EARNING A DEGREE IN PERSONAL FINANCIAL PLANNING, I'VE MASTERED THE ART OF FINANCIAL LITERACY."~Chat GPT, according to what I wrote below all by myself...with spell checkGrowing up in my family, the only thing I knew about money was "we don't have a lot of it, so use it wisely." Consequently, my financial literacy journey began in March 2020, when I spent my time on YouTube learning how to "become financially free," "retire early by investing," and "travel the world on credit card points."My financial literacy journey is similar to many other Gen Z-ers who are hooked by catchy social media content on YouTube, Instagram, and (of course,) TikTok to acquire financial advice. However, unlike other Gen Z-ers, I pursued a degree in Personal Financial Planning at PennWest Edinboro and gained professional experience in financial services.From these experiences, I've learned the VALUE and IMPORTANCE of WORKING WITH FINANCIAL PROFESSIONALS. These professionals do their due diligence, understand the field of financial planning, and have access to proper resources to help clients succeed. Additionally, financial professionals can recognize behavioral biases and encourage clients to maintain healthy financial habits.In a world where consumers believe artificial intelligence (AI) is the future of financial services, I'm committed to bridging the gap between Gen Z and financial professionals, ensuring younger generations are equipped with the people and knowledge they need to thrive. Join me in this mission to create a future where financial security is accessible to all!I'm excited to bring my passion and expertise to the Los Angeles Metropolitan Area. Let's connect and make a positive impact together!

Current workplace

Sarah Keating, Candidate For Cfp® Certification's current company

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Pathstone
Pathstone
Senior Associate, Client Advisory
Los Angeles, CA, US
Website
pathstone.com
Employees
833
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10 roles

Sarah Keating, Candidate For Cfp® Certification work experience

A career timeline built from the work history available for this profile.

Senior Associate, Client Advisory

Pathstone

Los Angeles, Ca, Us

Associate, Client Advisory

Pathstone

Los Angeles, California, United States

President

Edinboro University Student Government Association, Inc.

Edinboro, Pennsylvania, United States

Dec 2022 - Dec 2023

College To Corporate Advice Intern

Vanguard

Malvern, Pennsylvania, United States

May 2023 - Aug 2023

Apprentice

Rebich Investments | Stifel Independent Advisor

Edinboro, Pennsylvania, United States

Sep 2022 - Mar 2023

Owner

Dj Sarah Keating

Erie, Pennsylvania, United States

May 2017 - 2023

Freelance Video Marketer

Freelance

Erie, Pennsylvania, United States

-Brainstormed with local business owners to conceptualize video marketing content based on company goals.-Scripted videos to showcase value to consumers and clear steps to engage with professionals.-Produced professional, high-quality video, graphics, audio using budget-friendly equipment and software such as iPhone, RØDE microphone, Final Cut Pro, and Motion.-Titled short-form marketing content to maximize search engine optimization (SEO) and viewership.

May 2021 - Jun 2022

Cashier Customer Service

Lowe'S Companies, Inc.

-Consistently reached sales goals by showcasing product knowledge and value to customers.-Provided exceptional customer service, earning the Front End Hero Award and Cashier of the Month awards.

May 2020 - Dec 2021

Administrative Assistant

Spotlight Dance Studio

Erie, Pennsylvania, United States

-Processed new and existing client information using Customer Relationship Management (CRM) software.-Managed and monitored monthly ACH payments ensuring timely payments and accurate record-keeping.-Generated revenue reports from dance class subscriptions, merchandise sales, and fundraisers using CRM software and Microsoft Excel.-Updated over 500 dancers and families about organizational changes, event information, and account administration using MailChimp mass email, Canva posters, and phone calls.-Greeted prospective dancers and families and educated them on dance class offerings and benefits of enrolling.

Apr 2019 - Mar 2020

Sound Engineer/Production Assistant

Chills Productions

Erie, Pennsylvania, United States

Jul 2019 - Sep 2019
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 833 employees →

HK Hannah Kanstroom Hannah Kanstroom Colleague at PathstoneBoston, Massachusetts, United States View → AG Amanda Goodgion, Capm® Amanda Goodgion, Capm® Colleague at PathstoneBellevue, Washington, United States View → GM Grace Marsh Grace Marsh Colleague at PathstoneGreater Seattle Area, United States View → JF Jeanette Feldman Jeanette Feldman Colleague at PathstoneAlexandria, Virginia, United States View → AO Amanda Oren, Macc Amanda Oren, Macc Colleague at PathstoneGreater Tampa Bay Area, United States View → KG Koleton Gruber Koleton Gruber Colleague at PathstoneBoulder, Colorado, United States View → CG Charissa Gorman, Cfp® Charissa Gorman, Cfp® Colleague at PathstoneMontclair, New Jersey, United States View → MB Matt Butterfield, Cfp® Matt Butterfield, Cfp® Colleague at PathstoneAustin, Texas, United States View → BB Brian Brady Brian Brady Colleague at PathstoneAlexandria, Virginia, United States View → VJ Vivien Johnson, Cfa, Cfp® Vivien Johnson, Cfa, Cfp® Colleague at PathstoneGreater Orlando, United States View →
2 education records

Sarah Keating, Candidate For Cfp® Certification education

Bachelor Of Science - Bs, Business Administration, Concentration In Personal Financial Planning, 3.97

Pennwest Edinboro

Activities and Societies: - STUDENT GOVERNMENT ASSOCIATION (President) - PennWest Functional Implementation Team - Student Appreciation.

Education record

Mercyhurst Preparatory School

Activities and Societies: - Student Body Government (President-12) - Class Government (President-9,10,11) - NHS (11, Secretary-12).

FAQ

Frequently asked questions about Sarah Keating, Candidate For Cfp® Certification

Quick answers generated from the profile data available on this page.

What company does Sarah Keating, Candidate For Cfp® Certification work for?

Sarah Keating, Candidate For Cfp® Certification works for Pathstone.

What is Sarah Keating, Candidate For Cfp® Certification's role at Pathstone?

Sarah Keating, Candidate For Cfp® Certification is listed as Senior Associate, Client Advisory at Pathstone.

Where is Sarah Keating, Candidate For Cfp® Certification based?

Sarah Keating, Candidate For Cfp® Certification is based in Los Angeles Metropolitan Area, United States while working with Pathstone.

What companies has Sarah Keating, Candidate For Cfp® Certification worked for?

Sarah Keating, Candidate For Cfp® Certification has worked for Pathstone, Edinboro University Student Government Association, Inc., Vanguard, Rebich Investments | Stifel Independent Advisor, and Dj Sarah Keating.

Who are Sarah Keating, Candidate For Cfp® Certification's colleagues at Pathstone?

Sarah Keating, Candidate For Cfp® Certification's colleagues at Pathstone include Hannah Kanstroom, Amanda Goodgion, Capm®, Grace Marsh, Jeanette Feldman, and Amanda Oren, Macc.

How can I contact Sarah Keating, Candidate For Cfp® Certification?

You can use AeroLeads to view verified contact signals for Sarah Keating, Candidate For Cfp® Certification at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Sarah Keating, Candidate For Cfp® Certification attend?

Sarah Keating, Candidate For Cfp® Certification holds Bachelor Of Science - Bs, Business Administration, Concentration In Personal Financial Planning, 3.97 from Pennwest Edinboro.

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