Sarah and Paige started Hamilton Walker Advisers out of a passion for serving clients the right way.

And yes we wanted our names “on the door”

Our goal is to deliver tailored financial planning and investment expertise to clients through all life stages. 

We work with clients who have outgrown a one size fits all model and are seeking an honest and innovative way to approach financial planning. 

Our client seeks a partnership with professionals who will listen and help navigate the unknown.

Meet Sarah

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 and Paige aligned on their shared vision and founded Hamilton Walker Advisers in 2020. 

Sarah can often be found skiing in Lake Tahoe, or adding another stamp to her passport!  

Meet Lissette

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 and Paige met in 2017 and initially bonded over their experience as collegiate athletes. They shared a highly competitive streak as well as a wish to have greater impact beyond in their work. After working at a largely recognized financial firm for years, they felt they outgrew a one-size-fits-all model. 

They launched Hamilton Walker Advisers in 2020 in hopes to meet the demand for unbiased education and relationship based advice. Together they plan to incorporate their altruistic values alongside their 20 years of experience to deliver a bespoke financial planning experience. 

Sarah and Paige put their name on the door to make their parents proud. They are 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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Sarah Hamilton
+1 415 573 1143 ext. 101 

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