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Sarah Budacki
from Shepherd Wealth & Retirement LLC
Sarah Budacki is a financial advisor based in Arizona, Tucson,
with 14 years of experience. Sarah currently works for
Shepherd Wealth & Retirement LLC.
Sarah maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sarah Budacki works at Shepherd Wealth & Retirement LLC
Shepherd Wealth & Retirement LLC is a financial advisory firm based in Tucson, Arizona. It currently has approximately $75,978,445 of assets under management and employs about 4 people. Shepherd Wealth & Retirement LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
6300 E. El Dorado Plaza, A200, Tucson, Arizona, 85715
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