About Me

Hi - I'm Sarah. I started SPZ Consulting to offer paraplanning and client support to growing advisory firms. With experience in corporate programming, technology, and as a financial planning professional in my own right, I understand what it takes to deliver high-quality financial plans and client service.

My approach blends behavioral insight with technical precision, ensuring every deliverable reflects your firm’s standards and supports the client experience you’ve worked hard to build.

• Work History: Google, SoFi, Zoom (LinkedIn Profile)
• Education: University of California, Berkeley (BA), London School of Economics & Political Science (MSc)
• Experience: Built financial wellness programming for 1000+ employees, build financial literacy course for 1M+ consumers, oversaw career and financial coaching team, delivered 1:1 career and financial coaching, supported advisors in streamlining administrative tasks, investment research, building financial plans.