• Sarah Santana

    Branch Manager

    Financial Advisor

Sarah has devoted her career to making a financial impact, with over 22 years’ experience coaching clients through investment and financial landscapes. Her passion for helping families understand investment, taxes, & balancing a budget drove her to develop Santana Wealth Management. As a child Sarah grew up in poverty, when she was 18 she found herself homeless, she slept in her car for months, worked 3 jobs and kept her homelessness a secret. Today Sarah has no problem talking about it since it was the catalyst that forced her to become financially savvy. Sarah is a Central Coast native and a Cal Poly Graduate. She volunteers her time as the Public Policy Director for National Association of Women Business Owners the Central Coast Chapter. Other organizations Sarah has supported are SLO LAF, Alzheimer’s Association, & The Morro Bay Chamber. But if you ask her, her 2 greatest accomplishments are Noah & Isabella ages 14 and 12. Sarah lives and works in Morro Bay, California along with her husband Lupe Santana and children.

Raymond James is not affiliated with the organizations above.