Sherpa

Sarah Johnson, CFP, CFA

Fee-only financial planner specializing in sustainable investing and retirement planning

New York, NY
Hybrid
Wirehouse

Overview

I'm passionate about helping clients build wealth responsibly while aligning investments with their values. With over 12 years in financial planning, I've helped hundreds of families navigate complex financial decisions, from managing tech equity compensation to planning sustainable retirements. My approach is educational first – I want you to understand the 'why' behind every recommendation.

Key Details at a Glance

Years of Experience
12 years
Certifications
CFP
CFA
Primary Client Types
Young Professionals, Tech Employees, Pre-retirees
Meeting Style
Hybrid (In-person in NYC area, Virtual anywhere)
Meeting Frequency
Quarterly check-ins with annual comprehensive reviews
Client AUM Minimum

Services & Specialties

Comprehensive Financial Planning
Investment Management (ESG-focused)
Equity Compensation Planning (RSUs, ISOs)
Retirement Planning & Analysis
Tax-Optimization Strategies
Estate Planning Coordination

Ideal Client & Who I Work Best With

I work best with clients who value long-term thinking, are open to learning, and want their investments to reflect their personal values. Whether you're navigating a liquidity event from stock options or planning your retirement, I can help.

My Process / What to Expect

1

Intro Call

Free 30-minute discovery call to discuss your goals and see if we're a good fit

2

Data Gathering

Comprehensive questionnaire and document collection to understand your full financial picture

3

Plan Development

Custom financial plan creation with detailed recommendations

4

Plan Presentation

90-minute meeting to walk through your personalized plan

5

Implementation & Ongoing Support

Execute the plan and provide continuous guidance with quarterly reviews

Credentials & Background

Education

MBA, Finance - Cornell University (2012) BSc, Economics - NYU (2008)

Professional Background

Prior to starting my own practice, I spent 7 years at a large wealth management firm managing portfolios for high-net-worth families. I'm a member of the National Association of Personal Financial Advisors (NAPFA) and serve on the board of the Financial Planning Association of New York.

Personal Interests

Running
Yoga
Cooking

Disclosures

All financial advisors on Sherpa are independently verified. This advisor is a registered investment advisor. Past performance does not guarantee future results. Please verify all credentials and perform your own due diligence before engaging services.

Sarah Johnson

Sarah Johnson

Financial Advisor

Book a free intro call

Typically responds within 24 hours
Hybrid
Does not require in-person meeting

AUM Minimum: $100,000

This advisor typically works with clients who have at least $100,000 in investable assets.

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