Sarah Hamilton
CFP®, CSRIC™
Hamilton Walker Advisers LLC
Partner, Wealth Advisor
Sarah Hamilton
CFP®, CSRIC™
Hamilton Walker Advisers LLC
Partner, Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sarah Hamilton, CFP®, CSRIC™
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Sarah Hamilton is a San Francisco, CA fee-only financial planner. Hamilton Walker Advisers LLC provides comprehensive financial planning, legacy planning, education planning and investment management, including Sustainable Responsible Investing and Environmental, Social and Governance investing (ESG) to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sarah Hamilton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sarah Hamilton was born in Australia and through her father’s work with the UN lived out what it is to be a global citizen. She is grateful for the growth this afforded her intellectually and the compassion the experience of being an expat instilled.
In 1997 her family moved to California and sports quickly became her sanctuary. Basketball paved the way for her to play collegiately at Loyola University Chicago, Go Ramblers!
In 2005 she landed her first job in finance. For over a decade she worked one on one with families guiding them through major life decisions and an ever-evolving economy. She has seen her clients live out their dreams, achieve peace of mind, and improve relationships through the financial planning process.
Sarah started Hamilton Walker based on the notion that financial planning should be accessible to everyone; through all life stages.
At Hamilton Walker, they set out to change the industry and the way they work with clients through thorough financial planning, education, simplification, technology, broad investment choices, and fees that keep their clients’ front and center.
Sarah Hamilton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our goal is to deliver a tailored financial planning experience and investment expertise to clients through all life stages. Our client seeks a partnership with professionals who will listen and help navigate the unknown. Hamilton Walker Advisers was created to service clients with a bespoke approach. We believe that financial planning is the foundation for a successful investment strategy.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sarah Hamilton is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sarah Hamilton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sarah Hamilton is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Sarah Hamilton is a Chartered SRI Counselor™ (CSRIC™)Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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Sarah Hamilton is Featured on WealthManagement.com: "Advisors Say Clients Not Responding to Form CRS"
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Sarah Hamilton is Featured on WealthManagement.com: "Altruist Launches Portfolio Marketplace, Own Models"
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Sarah Hamilton is Quoted in Investor's Business Daily: "Marketing With Pizzazz: How Photos Can Enhance Your Digital Image"
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Sarah Hamilton is Quoted on NerdWallet.com: "Should You Take a Personal Loan to Pay Rent?"
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Sarah Hamilton is Quoted on The Balance: "How to Merge Finances"
Contact Sarah Hamilton
Office Locations:
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2193 Fillmore St.
San Francisco, CA 94115
