Your partner in financial peace of mind.
Meet Your Advisor
Financial Planner | Founder | Mom
Sarah Maitre, CFA, CFP®
Professional Bio
Before founding Camriel Advisors, I was Head of Business Strategy at Surveyor Capital, a hedge fund unit within Citadel, one of the world’s leading investment firms. Over more than seven years at Citadel, I worked closely with portfolio managers to build their businesses and investment strategies, manage investor relationships, and analyze portfolio risk and performance across a wide range of market environments.
Prior to Citadel, I performed investment selection and risk management for portfolios at the Berkeley Endowment Management Company, where I helped manage $1 billion in assets, and at Fiduciary Research and Consulting, where I worked with $9 billion in assets. I also spent three years at KKR, focusing on portfolio risk and performance analysis.
With deep experience helping sophisticated investors manage and grow their portfolios, I now bring that same expertise to individuals and families, offering highly personalized guidance and education on long-term wealth planning, retirement, education savings, and legacy building. As both a CFA charterholder and a CFP® professional, I bring a depth of technical knowledge and investment insight that is rare among financial advisors, enabling me to deliver a high standard of advice.
I have been a CFA charterholder since 2015, a prestigious designation recognized for its challenging curriculum and exceptionally low pass rate. I hold a B.A. in Economics and Commerce, Organizations, and Entrepreneurship from Brown University, where I was an All-American on the Division I women’s water polo team, setting six program records that remain unbroken today.
Personal Bio
In 2021, my husband (Jean-Roch / JR) and I welcomed our first child, Camille. In 2023, we realized our dream of living in the countryside and moved to the scenic Lake Shastina area. A year later, we expanded our family with the arrival of our second child, Gabriel.
Since relocating, I have enjoyed getting to know the wonderful community, soaking in Mount Shasta’s beauty, and embracing the outdoors. I’ve started learning golf at the Lake Shastina Golf Resort and am also trying my hand at pickleball.
I love spending time with JR’s family in France and visiting my own family in San Diego. I also love wine, strength training, and cooking. My children are my greatest joy and the inspiration behind my firm’s name, Camriel (Camille + Gabriel).
As a parent, I understand the importance of planning for the future—whether it’s saving for your children’s education, planning for retirement, or creating a legacy that protects your family’s future. I am passionate about using my financial expertise to help families achieve your financial goals with confidence.