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.

 


Sand Hill Global Advisors, LLC (“SHGA”) is a registered investment adviser with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. SHGA may only transact business in the states where the firm is noticed filed or otherwise exempt. For additional disclosures, including information on credential designations of SHGA representatives please see our Form ADV Part 2A and 2B Brochures, which can be obtained by clicking here or calling us at 650-854-9150.

Latest Blog Posts by Sara Craven

Apr 22, 2021
Retirement: Who Am I Now?
Retirement: Who Am I Now?

It’s one of the biggest life events anyone can achieve. You’ve successfully navigated a long and fulfilling career and your reward awaits: the blissful stage

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Oct 1, 2020
Capturing Pandemic Moments Before They’re Gone: A Time Capsule
Capturing Pandemic Moments Before They’re Gone: A Time Capsule

Like it or not, the COVID-19 pandemic has pushed us into new sets of routines and has completely upended many parts of our lives. For

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Sep 1, 2020
The Reality of Investment Risk
The Reality of Investment Risk

https://www.youtube.com/embed/Z08c_pS8cvI Below is a transcript of the video interview. Sara Craven: Welcome, everyone, to another episode of the Sand Hill interview series, where we discuss

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Aug 8, 2020
The Psychology of Wealth and Complex Family Dynamics
The Psychology of Wealth and Complex Family Dynamics

https://www.youtube.com/embed/eFLOCMFMjs4 Below is a transcript of the video interview. Sara Craven: Welcome everyone to another episode of the Sand Hill interview series, where we discuss

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Apr 28, 2020
The Elimination of the Stretch IRA and Use of a Charitable Remainder Trust
The Elimination of the Stretch IRA and Use of a Charitable Remainder Trust

December now feels like ancient history given the current state of the world, but back then, Congress passed the SECURE Act (Setting Every Community Up

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Nov 5, 2019
Exercising Options Now That You’re Out from Under AMT
Exercising Options Now That You’re Out from Under AMT

We regularly work with entrepreneurs and tech employees who benefit from Incentive Stock Options (ISOs) and also often are impacted by Alternative Minimum Tax (AMT);

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Jul 24, 2019
Financial Literacy for Children and Young Adults: Start Early and Talk Often
Financial Literacy for Children and Young Adults: Start Early and Talk Often

Many kids see money go in and out of their parents’ wallets and, depending on their age, most don’t know how it got there nor

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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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