Sarah Estrella Villalobos
Investment adviser representative at Alongside, LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$878.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Alongside, LLCJul 2026 to now
- Oakwood Capital Securities, Inc.Jul 2026 to now
- Vm Wealth PartnersNov 2022 to now
- Commonwealth Finacial NetworkNov 2022 to Jun 2026
- Charles Schwab Bank, SsbFeb 2005 to Nov 2022
- Charles Schwab & Co.,incMay 2000 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Alongside, LLC
$878.6MAssets managed
2,122Clients
23Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4195829
- Firm CRD
- 333587