Sarah Man Email & Phone Number

The Voyage Group at Wells Fargo Advisors provides investment planning and wealth management to a limited number of high net worth clients. We will help define and pursue each client's unique long term goals through a comprehensive, holistic program of investments, tax efficient investing, asset allocation, risk management, insurance, retirement planning and inter-generational wealth transfer planning. Our goal is to reduce the complexity in our client's financial lives and help them achieve financial freedom. We believe that money is a tool that can help get you closer to what you want out of life.Sarah Man is a Financial Advisor, Certified Financial Planner™ and Certified Divorce Financial Analyst professional with a focus on high achieving women and families, who would like to develop a strategy to help build, protect and transfer their wealth. Her approach focuses on identifying what clients want to accomplish with their affluence, developing a customized roadmap for their financial success, managing their investments, and helping to ensure they leave the legacy they desire. She has helped clients retire early and live the life they envisioned.This information is intended for use by residents of CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, RI, SC, TN, TX, and WA only.CA Insurance License #0G13425. Resident State: CT./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Asset Allocation, Cantonese, Tax Efficient Strategies, and 2 others.