Sara Saxe
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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
  • GA
  • 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

Sara Saxe

  • 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 Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 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. 

Sara Saxe

Education

  • Occidental College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Wealth Advisor

Sara Saxe

305 Lytton Ave
Palo Alto, CA 94301

Email Me

sara.saxe@ubs.com
Sara Saxe
305 Lytton Ave,Palo Alto,CA,94301

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
  • GA
  • 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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 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
305 Lytton Ave
Palo Alto, CA 94301
  • (650) 289-7088

Email Me

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