Sarah SalgadoSarah SalgadoSenior Client Associate
About Sarah
Sarah Salgado is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Bessey Group, Sarah provides administrative and customer service support for high-net-worth individuals, families and institutional investors. Her responsibilities include coordinating the team's operational aspects, preparing financial documents and handling ad hoc requests. She is a dedicated resource for all client inquiries.
Sarah graduated from California State University of Dominguez Hills with a B.S. in Accounting. With ten years of experience in financial services, she began her career in 2014 as a Licensed Banker at Wells Fargo. Sarah then moved to First Republic, a predecessor firm of J.P. Morgan, where she was the point person for helping clients meet their financial needs.
Active in her community, Sarah volunteers at her local animal shelter and participates in feeding the homeless. She lives in Northridge and, in her free time, enjoys playing volleyball, traveling and spending time with her two sons and their Golden Doodle.
Insights
Family Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Retirement
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Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
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Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
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