CFP®, CLU®, ChFC®, Financial Planner
Sara has been working with Chartered Financial Services since 2013. Her business passion is financial wellness and helping clients achieve their goals through education, guidance and crafting customer 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 objective.
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 gets joy from painting, cooking and being around animals. She lives in Gillette, NJ with her loving husband Kevin, beautiful daughter Emma and their cattle dog, Goose Sara and Kevin have recently picked up golfing together.