Sarah E. Whittaker AIF®

Investment Advisor Representative

Accredited Investment Fiduciary®

Phone:(360) 726-2370
Mobile: (360) 207-2245  
Fax: (360) 723-5094

Sarah is very dedicated to her clients and focuses on providing holistic financial planning for individuals, families, and small businesses in SW Washington. Sarah spent four years working in a specialized division of AXA Advisors committed to financial planning in the k-12 education space. After four years with a large firm, Sarah looked to significantly expand her options available to her clients by joining a truly independent firm and joined the team at Gateway NW. Sarah studied Economics at the University of Oregon and holds her Series 7, 65, 63, and 24. In addition to her licenses, Sarah is an Accredited Investment Fiduciary®. In her spare time, Sarah enjoys cooking, making soy candles, traveling, and hiking with her Golden Retriever/lab, Sedona.