Sarah Paulson
Owner at Valkyrie Financial, LLC | Appleton, Wisconsin, United States
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As the Owner of Valkyrie Financial, LLC, Sarah Paulson is at the forefront of redefining wealth management for a new generation. With a mission to empower Millennials and women, Sarah leverages her expertise in customized wealth planning to provide tailored financial solutions that resonate with her clients' unique life goals. At Valkyrie Financial, based in Appleton, WI, Sarah and her team focus on creating comprehensive financial strategies that not only address immediate financial concerns but also foster long-term prosperity and fulfillment.
Sarah’s approach is deeply rooted in the principles of behavioral finance, recognizing that emotions and personal values significantly influence financial decisions. This insight allows her to guide clients through the complexities of wealth management, ensuring that their financial plans align with their life aspirations. Additionally, Sarah is passionate about philanthropic strategies, helping clients incorporate charitable giving into their financial plans in a way that reflects their values and enhances their legacy.
Under Sarah's leadership, Valkyrie Financial is committed to breaking down barriers that often prevent individuals from seeking financial advice, particularly those who may feel they don't have "enough" wealth to warrant professional guidance. By offering accessible pricing and a supportive environment, Sarah is dedicated to making financial literacy and planning available to all, thus empowering her clients to truly experience life to the fullest. Through her innovative approach and unwavering commitment to her clients, Sarah Paulson is not just a financial advisor; she is a catalyst for change in the financial landscape, championing a more inclusive and holistic view of wealth.
Owner at Valkyrie Financial, LLC in February 2021 to Present
Group Exercise Instructor at YMCA of the Fox Cities in December 2019 to March 2021
Trust Officer at Associated Bank in February 2019 to February 2021
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation in October 2014 to November 2018
Registered Client Service Associate at UBS in April 2013 to August 2014
Client Associate at Merrill Lynch in November 2011 to April 2013
Intern at Merrill Lynch Wealth Management in June 2010 to July 2011
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Women and Wealth
Customized Wealth Planning
Philanthropic strategies
Behavioral Finance
Family Financial Advisor
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What is Sarah Paulson email address?
Email Sarah Paulson at [email protected]. This email is the most updated Sarah Paulson email found in 2026.
How to contact Sarah Paulson?
To contact Sarah Paulson send an email to [email protected]. (updated on October 29, 2024)
What company does Sarah Paulson work for?
Sarah Paulson works for Valkyrie Financial, LLC
What is Sarah Paulson's role at Valkyrie Financial, LLC?
Sarah Paulson is Owner
What is Sarah Paulson's Phone Number?
Sarah Paulson's phone (414) ***-*359
What industry does Sarah Paulson work in?
Sarah Paulson works in the Non-Profit Organizations industry.
Sarah Paulson Email Addresses
Sarah Paulson Phone Numbers
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