Sarah Simon, JD, has joined Cresset’s San Francisco office as Director, Wealth Strategist. In her role she will work with clients to develop comprehensive, holistic financial strategies to help them achieve the purpose and vision for their wealth. Simon will focus on pre-sale planning, trust and estate tax planning, and alternatives strategy and due diligence.
Simon previously served as an Advisor with Coastal Bridge Advisors, where she provided families with financial planning, asset management, concentrated stock hedging strategies, lending, family governance, education and financial literacy, and consolidated performance reporting among other family office services.
“I believe that wealth management is not only providing sound investment advice, but also forming deeply personal relationships born from a holistic approach. Cresset shares that value, which is why I’m so pleased to be joining the Cresset team,” Simon said.
Simon earned a JD degree from the University of North Carolina School of Law, and a bachelor’s degree in economics from the University of North Carolina at Chapel Hill. She volunteers with the Save the Children Professional Advisors Council, which focuses on promoting early childhood literacy and math in financially distressed communities. In addition, she has been published multiple times by Worth magazine, as well as other financial publications.
Simon enjoys traveling, hiking, reading, and spending time with her husband, family, and friends.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $235 billion in assets under management and advisement (as of 10/31/2025). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
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