Sacha Wilson

Experience

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  Prudential Financial

  Jan 2001 - Jan 2002

  Investment Advisor

  Find solutions to peoples life insurance and protection needs.

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  David Lerner Associates

  Nov 2006 - Nov 2011

  Investment Counselor

  Investment counselor

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  Ameriprise Financial Services, LLC

  Jan 2011 - Dec 2012

  Financial Advisor

  In my role at Ameripirse my primary responsibilities included but were not limited to, Account Management, Marketing, Asset Management, Client Acquisition, wholesaler communications, as well as managing any other day to day tasks that would arise.

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  Acacia Planning

  Jan 2013 - Nov 2017

  CEO

  We select and manage the right professionals to watch over the different areas of your financial accounts based on a strategy specifically designed around you and your needs. Using our advanced network of professionals we make sure to pay attention to the details that others may miss. Making sure that your estate/legal matters are in order, and that you are maximizing your tax efficiency, keeping as much of your hard earned money as possible.

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  Keller Williams Realty, Inc.

  Nov 2017 - Sept 2019

  Sales Associate
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  RE/MAX

  Sept 2019 - Oct 2022

  Sales Associate
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  Bravias Financial

  Jan 2020 - Jan 2022

  Financial Advisor

  As a financial advisor with Bravias Financial we take a deep dive into your retirement goals, your current as well as future spending, savings, and insurances, for federal employees, this includes analyzing how your federal benefits are affected, as well as how they affect your retirement, in order to create what we call your financial "Blueprint". This is a comprehensive financial plan showing you details about your retirement as well as any actionable items that may help benefit, or stretch your retirement dollars. Show less

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  Federal Retirement Planners

  Jan 2022 - now

  CEO/Financial Advisor
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  Vault Retirement Group

  Jan 2022 - now

  Chief Executive Officer & Financial Advisor

  At Vault Retirement Group, we provide financial planning services, and retirement planning primarily for Federal Employees, as well as non federal employees. We take our time to get to know you in order to create your comprehensive FREE financial plan.

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  Chilltown Realtors - Keller William JC

  Aug 2022 - now

  Realtor
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  EXp Realty

  Mar 2024 - now

  Real Estate Agent

  Realtor at Rowack Group | eXp Realty | New Jersey 🏡🔑 | Passionate about helping clients buy and sell homes. Active NJ real estate license holder. Let’s connect!