Sarah Kirsten Bellora

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2024 → Present
  Charles Schwab
  Lone Tree, CO
• 07/2023 → Present
  Happy Tales Dog Training
  Highlands Ranch, CO
• 08/2022 → 06/2023
  Denver Public Schools
  Denver, CO
• 09/2022 → 07/2024
  Animal Rescue Of The Rockies
  Aurora, CO
• 08/2021 → 01/2022
  Englewood Public Schools
  Englewood, CO
• 01/2022 → 08/2022
  Homemaker
  Highlands Ranch, CO
• 08/2017 → 06/2020
  Denver Public Schools
  Denver, CO
• 08/2015 → 01/2017
  Rondout Valley Central School District
  Accord, CO
• 01/2017 → 08/2017
  Homemaker
  Highlands Ranch, CO
• 08/2020 → 06/2021
  Douglas County School District
  Castle Rock, CO
• 06/2020 → 08/2020
  Douglas County Library
  Highlands Ranch, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-28
• S63 Uniform Securities Agent State Law Examination
  2025-03-14

Other Names

• Sarah Kirsten Goesling