Sara Craven

Sara Craven, CFP®

Chief Wealth Manager
Shareholder
(650) 854-9150 LinkedIn

Growing up, Sara’s parents taught her and her siblings the importance of giving back and making a difference in people’s lives. That’s why she loves working at Sand Hill, where our focus is on deeply engaging with our clients to help them shape their futures and succeed.

Today, Sara combines this passion for helping people with her financial planning expertise in her work as Sand Hill’s Chief Wealth Manager. She understands how complex life can be for busy, growing families here in Silicon Valley. She specializes in helping them overcome that complexity—whether through organizing stock compensation diversification plans, getting their “financial house” in order, foreseeing what next planning steps should be, or collaborating with their other professional team members, from accountants to attorneys, to align their financial situation. Her goal is always to maximize the strategic financial and tax benefits for clients, so they can fulfill their personal interests and passions whether through entrepreneurship, executive leadership or charitable giving. In addition to helping clients who are out to change the world, Sara is a member of Sand Hill’s Investment Committee and Executive Committee, a small team charged with setting the firm’s long-term strategic course.

A mother of three, Sara has plenty to keep her busy outside of work, too. In between classes, sports, and other activities, she loves finding adventure with her family. Sara has previously been a Board Member for the Northern Nevada/Northern California chapter of the Alzheimer’s Association, and is currently on the Board of Mission Hospice & Home Care. She sees this volunteer work as aligning perfectly with her work at Sand Hill, which is all about respecting the individual, planning for a lifetime, and recognizing a legacy.

Latest Blog Posts by Sara Craven

Jun 18, 2019
Phew! IRS Announces No Clawback of the Lifetime Gift Tax Exemption
Phew! IRS Announces No Clawback of the Lifetime Gift Tax Exemption

The Tax Cuts and Jobs Act of 2017 generously increased the Lifetime Exemption for gifts from what was a $5 million base amount per person

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Jan 30, 2019
Tax Strategies to Consider for Highly Paid CEOs and Key Employees
Tax Strategies to Consider for Highly Paid CEOs and Key Employees

When it comes to compensation for highly paid employees, various tax-deferral strategies can offer significant savings over the long run. In the process, nest eggs

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Oct 30, 2018
Wheels Up! Tax Law Change Makes Private Jet Ownership Affordable for Executives
Wheels Up! Tax Law Change Makes Private Jet Ownership Affordable for Executives

Executives who previously determined that private jet ownership was unaffordable may now be able to justify this purchase thanks to the Tax Cuts and Jobs

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Apr 26, 2018
Concierge Medicine: Is an Ounce of Prevention Worth a Pound of Cure?
Concierge Medicine: Is an Ounce of Prevention Worth a Pound of Cure?

Over the past five years or so, there has been a trend in the medical profession that is gaining even more recent momentum and appeal.

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Mar 5, 2018
Your Personal Security in a Changed World
Your Personal Security in a Changed World

Wealth has its privileges, but it also carries risks, including personal security challenges. Many high net worth individuals and their families maintain high visibility careers,

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Jan 24, 2018
What’s Next? Opportunities for Planning in the Tax Cuts and Jobs Act of 2017
What’s Next? Opportunities for Planning in the Tax Cuts and Jobs Act of 2017

The “Tax Cuts and Jobs Act of 2017” (TCJA) was signed into law on December 22nd and, while it will take some time to fully

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Oct 17, 2017
Concentrated Stock: Where Company (Stock) Loyalty Can Be a Risk
Concentrated Stock: Where Company (Stock) Loyalty Can Be a Risk

Awards of company stock in any form are a meaningful and commonplace way for employers to compensate their valued employees beyond their regular salaries. But

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Aug 2, 2017
Section 83(b): A Tax Code Small in Stature but Big on Impact
Section 83(b): A Tax Code Small in Stature but Big on Impact

There are few opportunities that allow you to pay a tax bill now to avoid an even larger tax bill later.  Tax Code Section 83(b)

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Jul 5, 2017
Foundational Planning for the Busy Entrepreneur
Foundational Planning for the Busy Entrepreneur

Entrepreneurs are some of the busiest people on the planet.  Their responsibilities seem endless and their time is short.  When the “going gets tough and

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