Meet Your Team

"Finances and planning can be intimidating for some, so I adhere to our company motto – ‘Uncomplicate It'"

Sarah Simon

Advisor, JD

Direct Phone: 415-301-3163

Cell Phone: 631-332-0173

Email:Ssimon@coastalbridgeadvisors.com

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Sarah is an Advisor at Coastal Bridge Advisors where she is responsible for delivering the firm’s portfolio of wealth management services to our clients –  including family office services, asset management, restricted stock consultation, concentrated stock hedging, lending, alternative investments, charitable planning, retirement plan consulting, and insurance analysis.

She says, “Finances and planning can be intimidating for some, so I adhere to our company motto – ‘Uncomplicate It’ . This means providing thoughtful advice on how to navigate various family, business, and life events, paired with seamless execution and most importantly, administrative ease for our clients.”

Prior to joining Coastal Bridge Advisors in 2012, Sarah worked for Suntrust Robinson Humphrey as well as Bohmart & Sacks, performing financial and legal research. She earned a J.D. from the University of North Carolina School of Law and earned a B.A. in Economics with a minor in Asian Studies, graduating in the top 5 percent of her class from the University of North Carolina.

Sarah currently resides in Sausalito, CA and New York City, leading the firm’s business development efforts in the Bay area, working between the Mill Valley, Los Angeles and Westport offices.  She continues to be “moved by the overwhelming kindness and support for charitable causes by Coastal Bridge clients.”

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