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Sara Kalsman, Cfp® Email & Phone Number

Certified Financial Planner at Betterment at Betterment
Location: Ventura, California, United States 6 work roles 2 schools
1 work email found @betterment.com 1 phone found area 949 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@betterment.com
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Betterment
Role
Certified Financial Planner at Betterment
Location
Ventura, California, United States
Company size
51 employees

Who is Sara Kalsman, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sara Kalsman, Cfp® is listed as Certified Financial Planner at Betterment at Betterment, a with 51 employees, based in Ventura, California, United States. AeroLeads shows a work email signal at betterment.com, phone signal with area code 949, and a matched LinkedIn profile for Sara Kalsman, Cfp®.

Sara Kalsman, Cfp® previously worked as Senior Financial Planner at Betterment and Financial Planner at Betterment. Sara Kalsman, Cfp® holds Business Administration, Financial Services, Personal Financial Planning from San Diego State University.

Company email context

Email format at Betterment

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*@betterment.com
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AeroLeads found 1 current-domain work email signal for Sara Kalsman, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sara Kalsman, Cfp®

Sara Kalsman, Cfp® is a Certified Financial Planner at Betterment at Betterment. She possess expertise in financial analysis, strategic financial planning, microsoft office, financial planning, investments and 18 more skills.

Listed skills include Financial Analysis, Strategic Financial Planning, Microsoft Office, Financial Planning, and 19 others.

Current workplace

Sara Kalsman, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Betterment
Betterment
Certified Financial Planner at Betterment
61 W 23rd Street Fifth Floor New York, NY 10010 United States
Website
betterment.com
Employees
51
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Company profile
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6 roles

Sara Kalsman, Cfp® work experience

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

Senior Financial Planner

Current
Betterment

New York, New York, Us

Jan 2024 - Present

Financial Planner

Betterment

New York, New York, Us

Sep 2021 - Dec 2023

Senior Wealth Advisor

Beacon Pointe

Newport Beach, California, Us

Mar 2016 - Dec 2019

Financial Planning Intern

Premier Wealth
Jul 2012 - Jun 2013
Team & coworkers

Colleagues at Betterment

Other employees you can reach at betterment.com. View company contacts for 51 employees →

NP Natalie Pye Natalie Pye Colleague at BettermentNew York, United States View → MJ Meng J. Meng J. Colleague at BettermentNew York, United States View → NH Nick H. Nick H. Colleague at BettermentUnited States View → DP Daniel P. Egan Daniel P. Egan Colleague at BettermentNew York, United States View → HH Heather Hegedus Heather Hegedus Colleague at BettermentQueens, New York, United States View → SN Sylvia Nees Sylvia Nees Colleague at BettermentKirkland, Washington, United States View → KS Kelsie Shaffer Kelsie Shaffer Colleague at BettermentBig Stone Gap, Virginia, United States View → KS Kim Shea Gonzalez Kim Shea Gonzalez Colleague at BettermentNew York City Metropolitan Area, United States View → JS Jennifer Sapiro Jennifer Sapiro Colleague at BettermentBrooklyn, New York, United States View → ZC Zack Colello Zack Colello Colleague at BettermentNew York, United States View →
2 education records

Sara Kalsman, Cfp® education

Business Administration, Financial Services, Personal Financial Planning

San Diego State University

International Business

University Of Mannheim
FAQ

Frequently asked questions about Sara Kalsman, Cfp®

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

What company does Sara Kalsman, Cfp® work for?

Sara Kalsman, Cfp® works for Betterment.

What is Sara Kalsman, Cfp®'s role at Betterment?

Sara Kalsman, Cfp® is listed as Certified Financial Planner at Betterment at Betterment.

What is Sara Kalsman, Cfp®'s email address?

AeroLeads has found 1 work email signal at @betterment.com for Sara Kalsman, Cfp® at Betterment.

What is Sara Kalsman, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 949 for Sara Kalsman, Cfp® at Betterment.

Where is Sara Kalsman, Cfp® based?

Sara Kalsman, Cfp® is based in Ventura, California, United States while working with Betterment.

What companies has Sara Kalsman, Cfp® worked for?

Sara Kalsman, Cfp® has worked for Betterment, One Capital Management, Llc, Beacon Pointe, Reilly Financial Advisors, and Premier Wealth.

Who are Sara Kalsman, Cfp®'s colleagues at Betterment?

Sara Kalsman, Cfp®'s colleagues at Betterment include Natalie Pye, Meng J., Nick H., Daniel P. Egan, and Heather Hegedus.

How can I contact Sara Kalsman, Cfp®?

You can use AeroLeads to view verified contact signals for Sara Kalsman, Cfp® at Betterment, including work email, phone, and LinkedIn data when available.

What schools did Sara Kalsman, Cfp® attend?

Sara Kalsman, Cfp® holds Business Administration, Financial Services, Personal Financial Planning from San Diego State University.

What skills is Sara Kalsman, Cfp® known for?

Sara Kalsman, Cfp® is listed with skills including Financial Analysis, Strategic Financial Planning, Microsoft Office, Financial Planning, Investments, Retirement Planning, Finance, and Money Guide Pro.

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