Sarah Paulson
Advisor at Valkyrie Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Valkyrie Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
"Wealth is the ability to truly experience life." -- Henry David Thoreau
Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional.
After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard.
If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together.
In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece!
Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/
1.0%
$350+/hr
$200+/mo
$225+/qtr
Ghost Town Fitness
2022 - Present (4 years)
Valkyrie Financial LLC
2021 - Present (5 years)
Associated Bancorp
2019 - 2021 (2 years)
Unemployed
2018 - 2019 (1 year)
Bank of America - Merrill Lynch
2014 - 2018 (4 years)
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