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, United States 10 work roles 2 schools
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✓ Verified May 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, 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 company with 833 employees, based in Los Angeles Metropolitan Area, United States, 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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Company profile
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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

Current
Pathstone

Los Angeles, California, United States

Jul 2024 - Present

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.

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.

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 →

HE Haley Estenson, Cfp®, Apma® Haley Estenson, Cfp®, Apma® Colleague at Pathstone Greater Seattle Area, United States View → HM Helena Mcgovern Helena Mcgovern Colleague at Pathstone United States, United States View → ZF Zachary Finn, Mba Zachary Finn, Mba Colleague at Pathstone New York City Metropolitan Area, United States View → MS Mike Slud Mike Slud Colleague at Pathstone Gaithersburg, Maryland, United States, United States View → AB Amy Blitzer Amy Blitzer Colleague at Pathstone Marietta, Georgia, United States, United States View → BT Brendan Treanor, Cfa Brendan Treanor, Cfa Colleague at Pathstone Boston, Massachusetts, United States, United States View → CD Colin Dillworth Colin Dillworth Colleague at Pathstone Altamonte Springs, Florida, United States, United States View → LA Lisa A. Jimenez-Jackson Lisa A. Jimenez-Jackson Colleague at Pathstone Englewood, New Jersey, United States, United States View → WC William Crump William Crump Colleague at Pathstone Potomac, Maryland, United States, United States View → CD Christine Dettmann Christine Dettmann Colleague at Pathstone Roswell, Georgia, United States, 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, 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 Haley Estenson, Cfp®, Apma®, Helena Mcgovern, Zachary Finn, Mba, Mike Slud, and Amy Blitzer.

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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