Sara (Rajo-Miller) Wendt

Sara (Rajo-Miller) Wendt Email and Phone Number

Principal @ box3 capital
Los Angeles, CA, US
Sara (Rajo-Miller) Wendt's Location
Los Angeles, California, United States, United States
Sara (Rajo-Miller) Wendt's Contact Details

Sara (Rajo-Miller) Wendt work email

Sara (Rajo-Miller) Wendt personal email

n/a
About Sara (Rajo-Miller) Wendt

I am a Partner and part of the Executive Management Team at Miracle Mile Advisors—an independent registered investment advisory firm. We are fiduciaries focused on providing best-in-class advice tailored to evolve with our clients over time. Our team works with entrepreneurs, executives, and high-net-worth families, advising them on all areas of their financial life. I am committed to fostering a culture of accountability, positivity, and continuous improvement. My personal leadership vision is that of creating an atmosphere that’s best for clients and employees. As a team, our goal is to create a higher level and standard of service and results. I enthusiastically share how Miracle Mile brings a special uplift to people who care about making the future bright for themselves, their families, and the world around them:- Innovation - We understand the opportunities and threats that financial success can bring. We find innovative solutions to mitigate those threats for clients and their families.- Customization - We take our clients beyond the traditional model and create solutions customized directly to them.- Personalization - Our multi-family office structure and high-touch service model create a long-lasting relationship that lasts for generations.Areas of impact:- Capital gains and income tax mitigation (i.e., solar tax strategies, opportunity zones)- Income replacement strategies- Asset protection, estate structuring and wealth transfer planning- Charitable strategies- Stock option strategies and incentive plans- Next generation involvement and educationBorn in Mexico, I grew up traveling the world. I am an active mom who loves soaking up the sun with my daughter and husband.

Sara (Rajo-Miller) Wendt's Current Company Details
box3 capital

Box3 Capital

View
Principal
Los Angeles, CA, US
Website:
box3capital.com
Employees:
3
Sara (Rajo-Miller) Wendt Work Experience Details
  • Box3 Capital
    Principal
    Box3 Capital
    Los Angeles, Ca, Us
  • Miracle Mile Advisors
    Partner
    Miracle Mile Advisors Nov 2022 - Present
    Los Angeles, Ca, Us
    Miracle Mile Advisors is an independent, award-winning, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice and technology tailored to evolve with our clients over time.
  • Miracle Mile Advisors
    Investment Advisor
    Miracle Mile Advisors 2012 - Nov 2022
    Los Angeles, Ca, Us
    Miracle Mile Advisors is an independent, award-winning, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice and technology tailored to evolve with our clients over time.
  • William Morris Endeavor
    Business Affairs And Client Services
    William Morris Endeavor Sep 2012 - Dec 2012
    Beverly Hills, Ca, Us
    William Morris Endeavor (also known as WME) is one of the world's largest talent agencies, with offices in Beverly Hills, New York, Nashville, London, and Miami. The company was formed in 2009, following the merger of Endeavor and the William Morris Agency. WME represents elite artists across every entertainment sector, specifically film, television, music, theatre, advertising, literature and digital media. It also advises top consumer brands and provides clients with unique marketing solutions across social media, mobile and gaming platforms.
  • Gibsonfish
    Financial Analyst
    Gibsonfish Jan 2011 - Dec 2012
    Online portfolio management company. Small investors have limited options in the market place; none of them are very good. Most traditional brokers would prefer to spend their time with wealthy clients. The business media (newspapers, magazines, TV) offers lots of advice, but it is difficult to sort the good from the bad. The alternative is GibsonFish. Valuable information. People who you will get to know and trust. And real time trade alerts from an active portfolio available on line 24/7.

Sara (Rajo-Miller) Wendt Education Details

  • Ucla
    Ucla
    Global Studies

Frequently Asked Questions about Sara (Rajo-Miller) Wendt

What company does Sara (Rajo-Miller) Wendt work for?

Sara (Rajo-Miller) Wendt works for Box3 Capital

What is Sara (Rajo-Miller) Wendt's role at the current company?

Sara (Rajo-Miller) Wendt's current role is Principal.

What is Sara (Rajo-Miller) Wendt's email address?

Sara (Rajo-Miller) Wendt's email address is sw****@****ors.com

What schools did Sara (Rajo-Miller) Wendt attend?

Sara (Rajo-Miller) Wendt attended Ucla.

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