Sarah Green CFP®
Sarah Green, CFP® offers truly independent, fee-only impact investment management with old fashioned service. She brings joy and a fresh perspective to families, individuals and small businesses.
Sarah founded Transformative Wealth Management, LLC to help clients invest in climate solutions and portfolios that align investment strategy with long-term goals and beliefs for themselves and the world around us. She works with clients to invest in such a way that considers life purpose alongside traditional personal financial metrics (risk|comfort|needs) as well as holistic portfolio management (current allocation|legacy assets|tax mindful strategies). She offers insight and investment in companies that choose to do less harm and innovate stewardship of the planet.
For more than fifteen years, Sarah has helped clients invest wisely. She first served clients at a boutique investment shop in Oakland and then built her own business at a collectively-owned firm in San Francisco where her current business partner, Allan, also worked. Sarah and Allan first met at the Financial Planning Association annual meeting more than a decade earlier. They connected again several times when giving pro-bono advice in Oakland, CA in partnership with the FPA. Inspired by their passion for environmentally aligned investments, the transformative power of money in people’s lives as well as growing corporate interest and how it impacts sustainable life on earth, Sarah and Allan joined forces to found Transformative Wealth Management, LCC in 2016. Together they offer a unique framework to create change in the world by helping people invest in communities and engage corporations for the common good.
Sarah holds a Bachelor of Arts in Spanish from Indiana University (1997), a certificate in Personal Financial Planning from the UC Berkeley extension program (2006), and CFP® certification (2007).
Sarah enjoys yoga, gardening, and spending time with her family: exploring the woods, urban homesteading, travelling, or simply passing time together.