Sarah F. Clish,  CFP<sup>&reg;</sup> - Financial Advisor

Sarah F. Clish, CFP®

Financial Advisor

Ameriprise Financial Services, Inc.

225 West Santa Clara Street, Suite 1600
San Jose, CA 95113
FINANCIAL ADVISOR'S WEBSITE
(408) 963-2288 CONNECT WITH Sarah
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General

Sarah Clish is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in San Jose, CA and the surrounding communities.

Financial Advisor Overview

My Approach
 
Live life brilliantly.
 
What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.
 
I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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Financial Advisor Experience

18 years of experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
 
Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources