Sabrina F. Lowell, CFP<sup>&reg;</sup> - Financial Advisor

Sabrina F. Lowell, CFP®

CPCC

Advisor + CEO

Second Summit Wealth Management, LLC

Second Summit Wealth Management, LLC, 275 Sacramento Street, 8th FL
San Francisco, CA 94111
FINANCIAL ADVISOR'S WEBSITE
(415) 516-9775 CONNECT WITH Sabrina
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General

Sabrina Lowell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Second Summit Wealth Management, LLC in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

With nearly 20 years of experience in the San Francisco wealth management industry, Sabrina’s mission is to help clients feel like they have a solid framework for making informed decisions during times of transition. Focused areas of practice include comprehensive financial planning, a personal passion for working with young tech executives, and helping career engaged couples communicate openly about their finances and their shared financial goals.

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Financial Advisor Experience

Sabrina is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Professional Co-Active Coach® (CPCC). She received her BA in business from Principia College, holds a Certificate in Personal Financial Planning from the UC Berkeley Extension’s Personal Financial Planning Program, and a Certificate in Professional Co-Active Coaching from the Coaches Training Institute, as accredited by the International Coaching Federation. She has also taken classes through Golden Gate University towards a Master’s in Taxation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Professional Co-Active Coach (CPCC)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources