Sara Stanich (CDFA, CFP®, MBA)
Sara Stanich focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Corporate Executives
- Divorce Planning
- Investment Advice with Ongoing Management
- Business Owners
- College/Education Planning
- Corporate Executives
- Divorce Planning
- Investment Advice with Ongoing Management
Planning Specialties
Sara Stanich is a Certified Financial Planner (CFP®) practitioner and Certified Divorce Financial Analyst (CDFA™). She holds a Bachelor of Arts and MBA from New York University, but originally hails from Pittsburgh.
As a mom of 3 (including twins!), Sara has first-hand knowledge of the costs and challenges involved in raising a family in New York City, and enjoys helping families create a financial plan to anticipate needs and cultivate wealth over time.
Additional Information
The Stanich Group is a fee-only registered investment adviser.
We provide financial planning advice and investment management services to my clients, who are successful business people focused on achieving their financial goals. These goals may include optimizing an investment portfolio, buying a home, saving for a child’s education, increasing tax-efficiency, retirement, or simply financial independence and building wealth. Please visit our blog at Cultivating Wealth for more information or to schedule a free consultation.
We also provide consulting services regarding the financial issues of divorce. I work with individuals, couples, attorneys and mediators to help define the financial issues of their case; understand the implications of different settlement options, and ultimately reach closure. Please visit our blog at Power Over Divorce for more information or to schedule a free consultation.
NAPFA Start Date
October 06, 2016
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