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Sarah L
Series 66
Medford, OR
Cetera
Sarah Lipking Monard is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with Cetera. Her work history includes roles at Washington Trust Bank and Rogue Credit Union. Outside of her advisory work, she volunteers with the Southern Oregon Humane Society as a foster caregiver for dogs and supports local community organizations, including the Craterian Theater and senior caregiving services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.
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