Sarah Green

Employer firm

Farm Girl Capital LLC CRD 314384

$20.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 06/2019
  Transformative Wealth Management Llc
  El Cerrito, CA
• 06/2019 → 11/2021
  North Berkeley Investment Partners
  Berkeley, CA
• 05/2021 → Present
  Farm Girl Capital, Llc
  Albany, CA

Previous Registrations

• 2019-06-14 → 2021-11-29
  North Berkeley Wealth Management, Llc
  Berkeley, CA
• 2016-06-13 → 2019-10-17
  Transformative Wealth Management Llc
  El Cerrito, CA
• 2009-08-18 → 2016-07-28
  Protected Investors Of America
  San Francisco, CA
  Oakland, CA
  Oakland, CA
  San Francisco, CA
  Richmond, CA

Other Businesses

1) Healing Tide; Board Member - Member At Large; Investment Related: No; 2039 Kala Bagai Way #505, Berkeley, California 94704; Healing Tide Is An Eco-Wellness, Eco-Experience Company Devoted To The Interconnection Of Health And Environment That Offers Immersive Hands-On Classes Guided By Experts In Gorgeous Eco-Rich Locations. Healing Tide Is A 501(C)(3) Non-Profit That Seeks To Live In Harmony With The Earth, While We Explore Traveling From A Sustainable Lens.; Support The Executive Director And Vision Of The Organization; Start Date 2021-12-13; Hours Devoted To Business During Trading Hours: 1; Hours Devoted To Business Outside Trading Hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-10
• S65 Uniform Investment Adviser Law Examination
  2004-06-28

Designations

• Certified Financial Planner

Other Names

• Sarah Green
• Sarah Ainsworth