Sara Rajo-Miller

Investing, Insurance, Lifestage Based Planning
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Articles
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“Sara works closely with clients to design and implement customized investment plans based on their unique needs. Sara has been recognized by Forbes as one of America’s 200 Top Women Advisors.”
Firm:

Miracle Mile Advisors

Job Title:

Investment Advisor

Biography:

Sara Rajo works closely with clients to design and implement customized investment plans based on their unique needs. As Investment Advisor, she constructs detailed investment and cash flow models, asset allocation recommendations, wealth transfer structures, pre-transaction planning recommendations, and a variety of other life planning strategies. Sara has been recognized by Forbes as one of America’s 200 Top Women Advisors.

Prior to joining Miracle Mile Advisors, Sara worked as an analyst at a global talent agency in the business affairs and client services division where she assisted the principals in modeling financial plans and agency agreements.

Sara received her Bachelor’s Degree from the University of California Los Angeles, Dean’s List. She holds the Financial Industry Regulatory Authority (FINRA) Series 65 securities license and active life insurance license in California (CA #0L20841). In Los Angeles, Sara is involved with CFCC (Commercial Finance Conference of CA) as a board member of the Young Professionals Group. Sara is very involved in philanthropic causes in Latin America. She is also actively involved in Big Brothers Big Sisters of Greater Los Angeles and Step Up Women’s Network. Sara is fluent in Spanish and conversational French.

Education:

BA, University of California Los Angeles

Assets Under Management:

$355 million

Insurance License:

#CA #0L20841

All Articles
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June 2018
    Choosing an Advisor, Financial Planning
December 2017
    ETFs, Investing, Mutual Funds
13 hours ago
    Investing, ETFs, Stocks

All Answers
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    Investing, Asset Allocation, Stocks
What are some strategies for turning a small amount of cash into a diverse stock portfolio?
100% of people found this answer helpful

Exchange traded Funds (ETFs) are a great way to get diversification with a small amount of cash. Exchange traded funds are pools of securities that anyone can buy into giving them exposure to a portion of many different companies. Each ETF has a target size, industry, country, etc. that it focuses on, and by investing in that ETF a small investment can have a piece of each part of that sector. By buying a few different ETFs from different sectors a small but highly diversified portfolio is able to be achieved.

When looking for what ETF to invest in make sure to look for a low expense ratio so that the management of the fund is not costing you too much money.

March 2018
    IRAs, Starting Out
How can I make the most out of my Roth IRA with little income?
80% of people found this answer helpful
September 2017
    Financial Planning, Investing
How should I invest my money as a recent college graduate?
33% of people found this answer helpful
September 2017
    Investing, 401(k)
Should I keep contributing to my 401(k) or use those funds to invest?
0% of people found this answer helpful
October 2017
    Asset Allocation
Are financial advisors permitted to use derivatives as a form of risk management?
March 2018