Sara Stanich, MBA, CFP®, CDFA™, CEPA, is a seasoned financial professional and the visionary founder of Cultivating Wealth, a fee-only Registered Investment Advisory Firm established in 2016. With nearly a decade of experience as a Financial Advisor at renowned firms like Raymond James and Merrill...
Sara Stanich, MBA, CFP®, CDFA™, CEPA, is a seasoned financial professional and the visionary founder of Cultivating Wealth, a fee-only Registered Investment Advisory Firm established in 2016. With nearly a decade of experience as a Financial Advisor at renowned firms like Raymond James and Merrill Lynch, Sara has honed her expertise in wealth management, investments, and comprehensive financial planning. At Cultivating Wealth, she leads a team dedicated to providing fiduciary advice, ensuring that clients receive tailored financial strategies that prioritize their best interests without the influence of sales commissions.
Under Sara's leadership, Cultivating Wealth has embarked on several key projects aimed at enhancing financial literacy and empowering clients to make informed decisions about their financial futures. One notable initiative is the development of personalized retirement planning services, which include 401(k) rollovers and strategic management of employee stock options. Additionally, Sara's proficiency as a Certified Divorce Financial Analyst (CDFA®) allows her to guide clients through the complex financial implications of divorce, ensuring they emerge with a solid financial foundation.
Sara's commitment to education and transparency is reflected in her approach to financial planning, where she emphasizes the importance of life insurance and risk management as integral components of a robust financial strategy. Her extensive knowledge in finance, coupled with her certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA), positions her as a trusted advisor for individuals and families seeking to cultivate their wealth and secure their financial legacies. Through Cultivating Wealth, Sara Stanich continues to make a significant impact in the financial advisory landscape, advocating for her clients' financial well-being with integrity and expertise.
