About

My mission is to simplify my client’s lives by helping them build financial plans and manage their investments.

I started this blog because a big part of my job is answering questions about my clients’ personal finances, and I can answer them for a broader audience here.

There are a few reasons behind the name “Cultivating Wealth”.

Most of my clients are definitely in the “wealth building” phase of their lives.  Even with a good income, “Cultivating Wealth” can be challenging when you are raising kids and living in an expensive area.  Cultivating has another meaning for me as well – gardening!

You can find out more about working with me by requesting a consultation here or at my other website, www.stanichgroup.com.

Here are my professional details ….

  • Certified Financial Planner practitioner (CFP®)
  • Certified Divorce Financial Analyst, CDFA™
  • BA and MBA from New York University
  • Licensed with the New York State Department of Insurance as a Life, Accident and Health agent
  • Investment Adviser Representative and Registered Representative affiliated with Raymond James Financial Services, Inc.

But here is a little bit more about me personally …

I’m originally from Pittsburgh.  It’s a lot cooler there now, but I swear this is what it looked like when I was a kid:

pittsburgh

So I left and moved to the big city:

NYU logo

I worked hard, I played hard.  And then I went back to school.

NYU Stern

That’s where I realized I wanted to change careers and work for myself.

Part of the reason I was attracted to financial planning is that I have always been pretty goal-oriented:

Sara Marathon

I also like to grow things.  Mainly vegetables and this little guy:

Sara's son

Thanks for visiting!

 

Sara Stanich has been featured in:

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