Sarah Williams

Available

Senior Investment Strategist

12 years of experience in portfolio management and long-term asset allocation, with a focus on combining digital assets with traditional investments.

5.0(84 reviews)310+ sessionsUsually responds within 2 hours
Investment StrategyPortfolio ManagementWealth Building

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About Sarah

Sarah helps investors build portfolios that hold up in every market. She spent six years at a global asset manager before starting her own advisory practice.

Her sessions focus on allocation, rebalancing and how much of a portfolio should sit in digital assets for a given goal and risk profile.

She is known for turning complex ideas into a clear, written plan her students can follow on their own.

Reviews

5.0 out of 5(84 reviews)

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Credentials & Experience

  • MBA FinanceLondon Business School
  • CFA CharterChartered Financial Analyst
  • BlackRockPortfolio Manager (2014-2020)

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Ready to Start Your Journey with Sarah?

Book a personal session and get a clear plan for your next financial steps.

Izobraževanje, mentorstvo in strategije za finančno neodvisnost.
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