Sara has been working with Chartered Financial Services for eight years. Sara is passionate about financial wellness and helping her clients achieve their goals through education, guidance and crafting custom strategies for their financial future. Ensuring her clients are confident about their goals and are prepared for unexpected challenges, whatever the life stage, is her primary goal.
Sara holds the CERTIFIED FINANCIAL PLANNER™ designation and is constantly looking for ways to grow and learn more to better assist her clients. As a financial planner, some of Sara’s responsibilities include developing financial plans, creating and molding asset allocations, and executing protection strategies.
Along with helping her clients achieve financial wellness, Sara is passionate about painting, animals, and cooking.