Sabrina Carlson, Financial Advisor

Focus Areas

  • Sustainable investing
  • Divorce Finances
  • LGBTQ+ Finances
  • Domestic Partner Finances
  • Estate & Legacy Strategies
  • Business Retirement Plans

About Sabrina

As a former teacher, education sits at the heart of my financial advising practice.
It’s so important to me that every client I work with feels informed, supported and comfortable asking questions about their financial situation.
As a result of my commitment to education, I’ve come to believe in my 5-plus years of serving clients that money is about 80% emotional and only 20% tactical.
Why?
Because even with education, making the ‘right’ financial decisions is genuinely hard.
In fact, it can even feel counterintuitive.
When you think about it, our brains evolved over many thousands of years to consume resources as soon as...

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • CSRIC®

    Chartered SRI Counselor™

Education

  • Northern Arizona UniversityBachelor of Science

Personal Interests

  • Cycling
  • Hiking
  • Yoga
  • Spending Time with Family
  • Volunteering

Team Members

  • Jennifer Collins
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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