Sara has been working with Chartered Financial Services since January of 2013. As a financial planner some of Sara’s responsibilities include assisting clients open new accounts, develop planning relationships, and execute protection strategies. Sara passed the Series 7 and Series 66 in 2014. Sara also holds Property and Casualty licenses in the states of New Jersey, Pennsylvania, New York, Connecticut, Maryland, Indiana, Michigan, Virginia, and Ohio.
Sara graduated from Rutgers University in May of 2013, earning her degree in Political Science. While at Rutgers, Sara became a member of the Sigma Kappa sorority. Sara lives in New Providence, New Jersey and has recently started golfing. In her spare time she also enjoys traveling, cooking, reading, skiing, and painting.