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Sarah Bird (CFP®)

Sarah Bird focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Sarah Bird has a passion for life and her profession.  Fifteen years ago Sarah joined Albion Financial Group and has helped the firm grow AUM from $350million to over $900million today.  Sarah began in the operations department where she learned firsthand the intricacies of the financial industry.  Today, Sarah serves as a face of Albion working as a Senior Wealth Advisor.

Sarah is a Certified Financial Planner™, a NAPFA-Registered Financial Advisor, and a Master Graduate of Rapport Leadership International.

Sarah loves working with her clients to help them understand their financial picture.  She is a passionate teacher who helps clients navigate a variety of multi-generational milestones.  She enjoys serving as a trusted confidante, sounding board, and guide to clients helping them obtain their financial goals through all life stages. 

Sarah serves as a lead team member on many projects and committees within the office and brings with her the exceptional ability to rally a group to do their best, and to be their best.  She enjoys leading Albion’s community outreach and quarterly service at the Utah Food Bank.

Continuing education and personal development are two of her professional interests. Her commitment in these areas shows in her dedication to her clients and to several youth leadership initiatives within the community. 

NAPFA Start Date

July 05, 2005

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

812 E 2100 S Salt Lake City, UT 84106-1832 Phone: (801) 487-3700 Fax: (801) 487-3766
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