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Sara Steiner, Client Service Associate | California Wealth Transitions Team

Introducing Sara Steiner, a remarkable team member driven by a passion for bringing positivity and helpfulness to others! With a focus on brightening people’s days, Sara finds true joy in connecting with people.

Sara thrives on building relationships with clients, colleagues, and associates, which she finds to be the most rewarding aspect of her job. Through her dedication, she creates lasting connections and makes a positive impact.

Throughout her career, Sara has achieved notable highlights. She has traveled across the country to assist advisors during acquisitions and received multiple Service Superstar awards, a testament to her exceptional service.

Originally from Woodbridge, VA, Sara has lived in various parts of the country, including the DMV area (DC, Maryland, and Virginia), Southern Florida, Arizona, and currently California.

With over six years of experience in Financial Services, Sara’s expertise lies in Client Onboarding. She has held roles such as Onboarding Consultant and Client Service Associate, excelling in providing exceptional support and guidance.

Sara takes great pride in her Native American heritage as an enrolled member of the Navajo (Diné) Nation tribe. She is passionate about spreading awareness of Native culture and actively contributes to causes such as COVID-19 relief, water issues, and youth mentorship within her community. Volunteering holds a special place in Sara’s heart. She has dedicated her time to organizations like Direct Relief, specializing in global emergency relief, as well as the Native American Heritage Association.

During her free time, Sara enjoys watching the Padres, exploring new places, and spending quality time with loved ones—including her beloved cat, Po.