Sara Hatanaka, CFP®, CDFA™, CRPC®, ADPA® began advising clients in 1987 after the Dow Jones Industrial Average went from 2,247 to 1,739. She has held the CFP® designation since 2001: CFP® is a certification awarded by the Certified Financial Planner Board of Standards, Inc. Sara holds the designations of Certified Divorce Financial Analyst®, CDFA™, Chartered Retirement Planning CounselorSM, CRPC®, and Accredited Domestic Partner AdvisorSM, ADPA®. Sara is a specially qualified Portfolio Manager, PM, in the Merrill Lynch Personal Investment Advisory® (PIA) Program. As a PM in this program, she can build and manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance. With her many certifications, Sara is qualified to help her clients with all aspects of wealth management.
Sara guides clients with over $1 million by having a deep understanding of what is most important to each client. Her 29 years has helped her clients minimize taxes, protect and preserve family wealth as well as develop coordinated investment strategy. Sara's mission in advising clients is to guide her clients to achieve their financial dreams and goals with a customized plan.
Sara stays current with new laws, wealth management tools and Merrill Lynch's and Bank of America's broad resources to help her clients, their families and businesses. She has a dedicated administrative team to help her with anything that has to do with money. Her greatest joy and highest priority is for clients to enjoy what sound financial management affords. Sara knows and considers the families, children and charities of her clients and is an integral part of her clients' personal and financial lives.
Sara lives in Arcadia California with her labradoodle, Buster. Her daughter belongs to Kappa Alpha Theta, and attends UC Berkeley, and her son attends Gonzaga.