Sarah Carr, Cfp®, Cft™ Email and Phone Number
Coming from a high-demand/ high-control religious background, I understand firsthand the challenging process of deconstructing the beliefs one was raised with. Challenging these scripts is an act of liberation. It’s a journey of breaking free from the limitations imposed by others, leading to the reclamation of autonomy in living out one’s own values and beliefs. My personal journey parallels much of the work I do with clients, a process of rethinking and reshaping financial beliefs and behaviors.With over 20 years of experience in financial services, as a Certified Financial Planner™ practitioner and the skills of a Certified Financial Therapist Level-I™ professional, I bring a unique blend of expertise and empathy to guide individuals on their financial journeys. I firmly believe that financial well-being is a crucial component of personal empowerment. In addition to serving clients through my private practice, I consult as the Communications Director, for FINIAT™, a fin-tech company that developed the differentiating portfolio management system, Intelligent Allocation™It’s an honor to serve as the Board Chair for the Reclamation Collective™, a nationwide non-profit dedicated to providing support, education, and advocacy for those recovering from spiritual and religious harm. I also find great meaning in dedicating time and support for our local Pride initiatives in Bradford County, PA.
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Strategic Communications ConsultantFiniatWaverly, Ny, Us -
Strategic Communications ConsultantFiniat Jan 2020 - Present -
FounderSarah Carr Financial Jun 2012 - PresentHelping you align your life with your values, transform your relationship with money, and redefine what retirement means to you.www.sarahcarrfinancial.comwww.moneymademeaningful.com
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ParaprofessionalTowanda Area Sd Jan 2022 - Jun 2023 -
Financial PlannerCorning Credit Union Mar 2008 - Jun 2012 -
Financial AdvisorFirst Citizens Community Bank Jan 2007 - Mar 2008 -
Retirement Plan SpecialistChemung Canal Trust Company Mar 2005 - Jan 2007 -
Financial AdvisorValic Mar 2004 - Mar 2005Binghamton, Ny -
Operations ManagerFinancial - 1 - Network Jul 2002 - Nov 2003Wysox, Pa
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Customer Service RepresentativeThe Partners Insurance & Financial Services Agency Jul 2001 - Jul 2002Waverly, Ny -
Sales AssociatePrudential Secuities Apr 1999 - Jun 2001Johnson City, Ny
Sarah Carr, Cfp®, Cft™ Skills
Frequently Asked Questions about Sarah Carr, Cfp®, Cft™
What company does Sarah Carr, Cfp®, Cft™ work for?
Sarah Carr, Cfp®, Cft™ works for Finiat
What is Sarah Carr, Cfp®, Cft™'s role at the current company?
Sarah Carr, Cfp®, Cft™'s current role is Strategic Communications Consultant.
What skills is Sarah Carr, Cfp®, Cft™ known for?
Sarah Carr, Cfp®, Cft™ has skills like Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies.
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