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 registrations in 2014. Sara also holds Property and Casualty licenses in multiple states.
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 Greenbrook, New Jersey and has recently rescued a new puppy named Goose. In her spare time she also enjoys traveling, golfing, cooking, reading, skiing, and painting.