Losses hurt more than equivalent gains help.®
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Losses hurt more than equivalent gains help.®
“As I help clients to achieve their financial and retirement goals, I enjoy hearing about their lives and learning from one another. “
Sarah Kleinschmidt
Wealth Manager
Experience
Sarah joined Lee Financial Group Hawaii in 2019 and brought with her a range of experience in administrative and teaching positions.
Registrations/Licenses
- Series 66 FINRA registered representative
- State of Hawaii Life and Health Insurance producer
Education/Training
- Bachelor of Arts in Psychology, University of Montana
- Pre-professional Physical Therapy
Community
Sarah sits on the Commission of Investment board for the Episcopal Church (Diocese) in Hawaii, Pooled Investment Fund.
Tidbit
Sarah is a licensed massage therapist. She studied piano for 10 years and trumpet for 7.
When I’m not working …
I’m hiking, playing pickleball, and spending time with family.
Check the background of this investment professional on FINRA’s BrokerCheck.
