Sarah Smith, Strategic Assistant

Sarah grew up on the beaches of Maryland before heading West to San Diego for college in 2012. She attended San Diego State University and graduated with a Bachelor’s Degree in Theater Arts in 2016. She fell in love with San Diego during her time at school here and decided to make the city her home. In the years after she graduated she discovered a love for personal finance and began a career in Real Estate before she made the jump to our Wealth Strategies Department. She has a passion for serving others and  loves to provide value to those around her in any way she can.


When she’s not making us laugh at Strazzeri Mancini, Sarah enjoys travelling with her family, going to baseball games, and kayaking in Coronado.