Trusted Financial Advisor

Ms Sarah M Lewis CFP

Ms Sarah M Lewis CFP

Aequitas Wealth Management

5465 S Centinela Ave, 5465 S. Centinela AvenueLos Angeles, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$2,000,000
Languages
French, English
License
Not Validated

Areas of Expertise

Budget Development, Comprehensive Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Life Transitions, Retirement Income Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor