Celebrating 40 Years!

As we celebrate our milestone 40th anniversary, we at Sand Hill thank you for your partnership!

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 as well as 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

Jul 13, 2022
Top Things to Know Before Retiring Abroad
Top Things to Know Before Retiring Abroad

When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While

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Feb 3, 2022
Installment Sale of Business
Installment Sale of Business

February 3, 2022 If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the

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Nov 2, 2021
Dual Residency
Dual Residency

November 2, 2021 Dual residency is for many an excellent way to get the most enjoyment out of your assets. Having two homes in different

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

April 22, 2021 It’s one of the biggest life events anyone can achieve. You’ve successfully navigated a long and fulfilling career and your reward awaits:

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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

October 1, 2020 Like it or not, the COVID-19 pandemic has pushed us into new sets of routines and has completely upended many parts of

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Aug 24, 2020
The Reality of Investment Risk
The Reality of Investment Risk

https://www.youtube.com/embed/Z08c_pS8cvI August 24, 2020 Below is a transcript of the video interview. Sara Craven: Welcome, everyone, to another episode of the Sand Hill interview series,

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Aug 6, 2020
The Psychology of Wealth and Complex Family Dynamics
The Psychology of Wealth and Complex Family Dynamics

https://www.youtube.com/embed/eFLOCMFMjs4 August 6, 2020 Below is a transcript of the video interview. Sara Craven: Welcome everyone to another episode of the Sand Hill interview series,

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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

April 28, 2020 December now feels like ancient history given the current state of the world, but back then, Congress passed the SECURE Act (Setting

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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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If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.