Sara Kalsman, CFP®
Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, where she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.