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.
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered investment advisor. Cresset Partners, Cresset’s private investing group, offers clients direct access to real estate, private equity and other investment opportunities. Alongside Diversified Real Estate Capital, which was founded and is led by Larry Levy, Cresset Partners launched the Cresset-Diversified QOZ Fund, which invests in Qualified Opportunity Zones and creates potential for risk-adjusted, tax-advantaged returns.*
*The contents hereof are not to be used as the basis for making any investment decision and are not a recommendation of, or solicitation for, the subscription, purchase or sale of any security, including the fund mentioned herein.
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