Sarah Chen
Senior Financial Strategist
Sarah's journey started in corporate banking, where she spent eight years helping businesses optimize their cash flow. But she kept noticing something — individuals needed the same strategic thinking for their personal finances. In 2019, she made the switch to focus exclusively on personal wealth building. Her approach combines traditional investment principles with modern income diversification strategies. What sets Sarah apart? She actually practices what she teaches, having built her own portfolio from scratch using the exact methods she shares with clients.