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Sarah M
CFP®, CFA®
Weed, CA
Camriel Advisors
I started Camriel Advisors to offer a more personal kind of financial planning - one built on trust, thoughtful guidance, and long-term partnership. While many advisors focus mainly on managing investments, my approach is rooted in comprehensive planning that looks at your entire financial life - not just your portfolio. Think of me as an outsourced CFO for your finances. At the heart of my work are four key principles: personalized service, education, responsiveness, and diligence. Clients deserve clear advice, consistent support, and a plan that truly fits their lives. That’s why I work virtually — to be available when you need me, wherever you are. As a fee-only fiduciary, I’m committed to putting your interests first. I don’t earn commissions or sell products. My role is to listen carefully, offer honest insight, and help you make informed decisions with confidence. With deep training as both a CFA charterholder and a CFP® professional (a combination that’s rare among financial advisors), I bring a level of technical expertise that allows me to deliver a high standard of advice. The name Camriel Advisors comes from my two children, Camille and Gabriel. It’s a daily reminder of why this work matters and how deeply I care for the people I serve. Every client relationship is approached with the same dedication and respect I give my own family. If that sounds like the kind of relationship you're looking for, I’d love to connect. Schedule a free consultation to get started.
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