Voluntarias Savvy Ladies

Biografía del voluntario

Sierra Smith, CFP®, is an investment advisor at Blue Marble Investments, where she helps individuals, families, and institutions align their financial goals with their values through investment strategies that prioritize environmental and social sustainability. She is passionate about making financial guidance more accessible and empowering women to build confidence in their financial lives. Sierra has also supported her community through service on the City of San Luis Obispo's Human Relations Commission, where she helped direct funding toward local nonprofits, community services, and diversity, equity, and inclusion initiatives. She previously volunteered as a patient greeter and community organizer with Planned Parenthood, helping ensure patients can safely access care. Through her work with Savvy Ladies, she is excited to combine her financial expertise with her commitment to supporting and advocating for women.

Áreas de especialización (especificadas por el voluntario)

Inversión;Jubilación;Gestión patrimonial

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