Sara Gardner (CFP®)
Sara Gardner focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Generation X
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- Generation X
- Retirement Planning & Distribution Rules
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
Sara has been in the finance industry since 1998, working at a Fortune 100 company, she developed thousands of financial plans for high net worth clients and coached the company’s in-house financial advisors. Later she launched her own company working with select financial planning firms as an outsourced financial planner building financial plans to present to high net worth clients. From her family roots and as a graduate of Regis University she continues to help her community through service. As the Pro Bono Director with the Colorado Chapter of the Financial Planning Association (FPA) she organized the annual Financial Planning Days for several years, supporting the underserved in the community through financial education and now continues as a committee member. She also volunteers financial counseling and planning to members of our military community. Raised in Colorado, Sara enjoys the mountains year round outdoor activities with her husband, 2 college age daughters, family and friends.
NAPFA Start Date
November 29, 2017
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