Sara Kalsman

Employer firm

Betterment CRD 149117

$69.5B regulatory AUM 246 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 03/2016 → 01/2020
  Beacon Pointe Wealth Advisors, Llc
  Newport Beach, CA
• 03/2016 → 01/2020
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 03/2016 → 01/2020
  Beacon Pointe Insurance Services, Llc
  Newport Beach, CA
• 01/2020 → 09/2021
  One Capital Management, Llc
  Westlake Village, CA
• 09/2021 → Present
  Betterment Llc
  New York, NY

Previous Registrations

• 2020-01-07 → 2021-09-29
  One Capital Management, Llc
  Westlake Village, CA
• 2016-03-23 → 2020-01-02
  Beacon Pointe Advisors, Llc
  Santa Barbara, CA
  Newport Beach, CA
• 2016-03-23 → 2020-01-02
  Beacon Pointe Wealth Advisors, Llc
  Santa Barbara, CA
  Newport Beach, CA
• 2015-02-21 → 2016-02-19
  Reilly Financial Advisors
  La Mesa, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-21

Designations

• Certified Financial Planner

Other Names

• Sara B Kalsman
• Sara Brittany Kalsman