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

Sabrina F. Lowell, CFP®

Advisor

Private Ocean

140 Geary Street, 6th floor
San Francisco, CA 94108
FINANCIAL ADVISOR'S WEBSITE
(415) 526-2900 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 Private Ocean in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

With fifteen 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, Social Security and Medicare planning, along with a personal passion for working with young tech executives, and for helping couples of all age and stage 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. In addition to her primary role as financial advisor, Sabrina also serves as the Chief Operating Officer of Mosaic Financial Partners.

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

Broker-Dealer Disclaimer

Mosaic Financial Partners, Inc. is a fee-only fiduciary and RIA, not a broker-dealer. For more information, please see our disclosures.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Startup, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources