Sarah started Hamilton Walker Advisers out of a passion for serving clients the right way.
My goal is to deliver tailored financial planning and investment expertise to clients through all life stages.
I work with clients who have outgrown a one size fits all model and are seeking an honest and innovative way to approach financial planning.
My client seeks a partnership with professionals who will listen and help navigate the unknown.
Meet Sarah
Partner, Wealth Advisor
Sarah is a CFP® (Certified Financial Planner™) and CSRIC™ (Chartered SRI Counselor™) designation holder. Sarah also holds an MBA and a Master of Science in Financial Analysis.
After working in the world of “big finance” for 15 years Sarah's vision came to fruition and founded Hamilton Walker Advisers in 2020.
Sarah can often be found skiing in Lake Tahoe, or adding another stamp to her passport!
Meet Lissette
Director of Operations & Client Management
Lissette joins the Hamilton Walker team after spending 12+ years in corporate retail and international licensing.
Born and raised in the San Francisco Bay Area, Lissette is the daughter of an immigrant family whose parents fled to the United States during the Nicaraguan Civil War in 1979. Lissette’s learned the value of focus, hard work and the importance of being mission driven in life.
Lissette graduated from California State University, Hayward with a Bachelors in Marketing and Finance and is the first in her family to achieve a college degree.
When Lissette isn’t solving challenges and helping others to obtain their goals, she can be found walking the streets of San Francisco with her husband and son while devouring burritos from El Farrolito.
How Hamilton Walker Advisers Came About
Sarah shares a highly competitive streak as well as a wish to have greater impact beyond in her work. After working at a largely recognized financial firm for years, she felt she outgrew a one-size-fits-all model.
She launched Hamilton Walker Advisers in 2020 in hopes to meet the demand for unbiased education and relationship based advice. Sarah plans to incorporate her altruistic values alongside her 15+ years of experience to deliver a bespoke financial planning experience.
Sarah put her name on the door to make her parents proud. She is excited to be a female owned and run Registered Investment Advisor during a change in culture in the financial planning space.
More information on other team members coming soon!
chat with us
Have a question? Fill out the form below and we'll be in touch.
call us
Sarah Hamilton
+1 415 573 1143 ext. 101
stalk us
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
Hamilton Walker Advisers is a registered investment advisor offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Hamilton Walker Advisers in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hamilton Walker Advisers, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
