Sarah RobinsonCFP®

Principal | Wealth Advisor


Sarah RobinsonCFP®

Principal | Wealth Advisor


Sarah is a Principal and Wealth Advisor for Adero, with over 13 years of experience in the financial services industry. Prior to their merger with Vista in 2019, Sarah was the Director of Client Service Operations for Hines Warner Wealth Management, where she served for ten years in increasingly complex roles. As a licensed investment advisor representative and a CERTIFIED FINANCIAL PLANNER™ professional, she specializes in financial planning with an emphasis on retirement income, cash flow analysis, and risk management. She believes every successful client relationship is based on trust which is earned through consistent performance and exceeding expectations.

Sarah is active in our community, currently serving as a Trustee for the Albertina Kerr Foundation, a non-profit organization supporting children and adults with developmental disabilities and mental health challenges. She also serves on the Board of Directors as Treasurer for All Classical Radio.

Sarah graduated from the University of Oregon in 2010 with a BA in Business Administration and Japanese, concentrating in Finance and International Management. She holds a Series 65 securities license and resides in Portland, Oregon with her family.

What drew you to wealth management?

Wealth Management was always something that interested me, especially as I wanted to learn how I could achieve my own long term financial goals. Being an advisor gave me a forum to share my education and experience with others to help them succeed financially as well.

What do you enjoy most about Adero?

We are a wonderful team who deeply care about our clients and each other. It may be cheesy to say it, but I consider my clients and coworkers part of my family and I’m sure the feeling is mutual.

What do you enjoy most about wealth management?

Helping people, no matter the situation, big or small. Partnering with my clients to assess the impact of a situation on them and developing a strategy to help is one of the most rewarding parts of being an advisor. I love seeing clients succeed and conquer what life throws at them.

What do you feel is the biggest value Adero brings to its clients?

Clients regularly interact with their advisory team, though that’s just the tip of the Adero Partners iceberg. We are a cohesive team of professionals, utilizing our vast knowledge, experience, and resources to provide holistic advice as a firm to each and every client in order to help them achieve their goals.

What personal accomplishments are you most proud of?

As I look back over the years, one of my proudest accomplishments is being the first in my family to graduate with a college degree. Not only was it a childhood goal of mine, but it paved a path for my younger sisters to pursue their own degrees.

What do you love to do outside of work?

When I’m not chasing a ball on the soccer field or behind a sewing machine, I’m going on new adventures with my family. Seeing the world through the eyes of my young son is truly magical.

Who would you most want to meet in history (living or not) and why?

The notorious R.B.G., also known as the Ruth Bader Ginsburg. I deeply admire her fierce passion for justice and her commitment to furthering the equality of women.

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