Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Sara Saxe

Senior Vice President–Wealth Management

I am a Senior Vice-President Investments for UBS Financial Services in their Menlo Park office. I began my career at Kidder, Peabody & Co. Inc. in 1977 after graduating with Honors from Occidental College in Los Angeles. In 1981 I received my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification for which I complete over 30 hours of continuing education every year. Additionally, I was certified as an Investment Management Consultant in 1999, Wealth Advisor in 2008 and Chartered Retirement Planning Counselor (CRPC) in 2012.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Occidental College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Wealth Advisor
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7088

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