Sarah Buchardt, CFP® in

Sarah Buchardt, CFP®

Sharpshooter · DISC type CD
VP – Corporate Financial Consultant at Charles Schwab
📍 Menlo Park, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
10 Years
Current Role
VP – Corporate Financial Consultant
Job Level
Senior
Location
Menlo Park, California, United States
Personality Overview

How Sarah shows up

Thorough Evaluator
Fast But Analytical
ROI Driven

They are not focused on building rapport and relationships. More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Priorities

Topics Sarah cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2019
VP – Corporate Financial Consultant
Charles Schwab
2017 - 2019
VP - Financial Consultant
Charles Schwab
2013 - 2017
Financial Advisor
Edward Jones
5-2013 - 8-2013
Residential Program Coordinator
Duke University Talent Identification Program
8-2012 - 12-2012
Microcredit Department Intern
Justine Petersen
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2013
Bachelor of Arts (B.A.)
Washington University in St. Louis
2012 - 2012
International Relations and Multilateral Diplomacy
School for International Training
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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