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Sara Stanich, MBA, CFP®, CDFA®, CEPA®
Cultivating Wealth
Sara Stanich, MBA, CFP®, CDFA®, CEPA®
Location:Montauk, NY, 11954
Experience:15+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CFP: Certified Financial Planner
RIA: RIA/Associated RIA
MBA: Master of Business Administration
Other Certifications:CDFA - Certified Divorce Financial Analyst
Fee structure(s):Hourly
Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Our team of fee-only planners (in CA, NY and OR) has been helping clients take power over their wealth for over a decade. We offer comprehensive financial planning, investment management, tax preparation and divorce financial analysis. We pride ourselves on straightforward advice, one real money decision at a time. We work virtually with clients nationwide.
Please read the terms and conditions of the service before continuing.
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