Sarah started Hamilton Walker Advisers out of a passion for serving clients the right way.
My goal is to deliver tailored financial planning and investment expertise to clients through all life stages.
I work with clients who have outgrown a one size fits all model and are seeking an honest and innovative way to approach financial planning.
My client seeks a partnership with professionals who will listen and help navigate the unknown.
Partner, Wealth Advisor
Sarah is a CFP® (Certified Financial Planner™) and CSRIC™ (Chartered SRI Counselor™) designation holder. Sarah also holds an MBA and a Master of Science in Financial Analysis.
After working in the world of “big finance” for 15 years Sarah's vision came to fruition and founded Hamilton Walker Advisers in 2020.
Sarah can often be found skiing in Lake Tahoe, or adding another stamp to her passport!
Director of Operations & Client Management
Lissette joins the Hamilton Walker team after spending 12+ years in corporate retail and international licensing.
Born and raised in the San Francisco Bay Area, Lissette is the daughter of an immigrant family whose parents fled to the United States during the Nicaraguan Civil War in 1979. Lissette’s learned the value of focus, hard work and the importance of being mission driven in life.
Lissette graduated from California State University, Hayward with a Bachelors in Marketing and Finance and is the first in her family to achieve a college degree.
When Lissette isn’t solving challenges and helping others to obtain their goals, she can be found walking the streets of San Francisco with her husband and son while devouring burritos from El Farrolito.
How Hamilton Walker Advisers Came About
Sarah shares a highly competitive streak as well as a wish to have greater impact beyond in her work. After working at a largely recognized financial firm for years, she felt she outgrew a one-size-fits-all model.
She launched Hamilton Walker Advisers in 2020 in hopes to meet the demand for unbiased education and relationship based advice. Sarah plans to incorporate her altruistic values alongside her 15+ years of experience to deliver a bespoke financial planning experience.
Sarah put her name on the door to make her parents proud. She is excited to be a female owned and run Registered Investment Advisor during a change in culture in the financial planning space.
More information on other team members coming soon!
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+1 415 573 1143 ext. 101