Sara Stanich is a Certified Financial Planner, CFP® and Certified Divorce Financial Analyst, CDFA™. She provides financial planning advice and investment management services for her clients, who include entrepreneurs, growing families, couples going through divorce, and persons preparing for retirement.
Sara worked in marketing for 12 years before switching careers to become a financial planner, which met her need to combine her knowledge of personal finances, love for helping people, and entrepreneurial spirit. Sara has a Bachelors degree and MBA from New York University, but was raised in Pittsburgh, Pennsylvania (Go Steelers!).
When not working, Sara enjoys gardening and being outdoors in beautiful Montauk, and spending time with her husband and three year old son.
Sara is a Registered Representative and Investment Adviser Representative affiliated with Raymond James Financial Services, Inc. She is licensed with the New York Department of Insurance as a Life, Accident and Health agent. Sara is a member of the Financial Planning Association, FPA® and New York Association of Collaborative Professionals.
You can find more about working with Sara at her website, www.stanichgroup.com.