Financial Professional & Speaker
Investwise, we’re so much more than money.
About
Sarah Santana
Hi I’m Sarah and I’m so glad you’re here. I’ve been serving investors for over two decades advising families and companies. I have guided investors and business owners through an array of financial disciplines, such as real estate 1031 exchanges, mortgage lending, retirement planning, asset management, estate execution, trust design, commercial lending, and commercial real estate investing. My financial background is vast and I love to learn but more importantly, I love to teach. I have spoken to small groups and large groups in upward of 30,000 people. I live to create a financial impact and to share that investing wise is so much more than money.
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Contact Me
Tell us what you're looking for.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a meet up.
