B.S. Financial Counseling & Planning
Series 7 & 66
Charles Schwab - Financial Consultant Academy (1 year)
Charles Schwab - Financial Consultant Partner (1 year)
Wealth Advisor & Investment Advisor Representative - Since 2018
Sarah is a CFP® and Series 7 & 66 registered investment advisor. She graduated from Purdue University with a BS in Financial Counseling and Planning and began her career with Charles Schwab as a Financial Consultant.