Sarah Boston

Sarah Boston Email and Phone Number

Financial Planner and Investment Consultant at Bookends Financial Planning @ Bookends Financial Planning
Indianapolis, Indiana
Sarah Boston's Location
Indianapolis, Indiana, United States, United States
Sarah Boston's Contact Details

Sarah Boston work email

Sarah Boston personal email

n/a
About Sarah Boston

Sarah Boston is a Financial Planner and Investment Consultant at Bookends Financial Planning at Bookends Financial Planning. She possess expertise in design, investments, philanthropy, retirement income strategies, multi generational planning and 5 more skills.

Sarah Boston's Current Company Details
Bookends Financial Planning

Bookends Financial Planning

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Financial Planner and Investment Consultant at Bookends Financial Planning
Indianapolis, Indiana
Website:
facebook.com/bookendsfinancialplanning
Employees:
8
Sarah Boston Work Experience Details
  • Bookends Financial Planning
    Financial Planner, Investment Consultant, Principal
    Bookends Financial Planning Jan 2020 - Present
    Indianapolis, Indiana Area
    View
  • Raymond James Financial Services
    Financial Advisor
    Raymond James Financial Services May 2013 - Jan 2020
    Indianapolis, In
    Independent financial planner collaborating with clients to design a plan suitable for them to pursue their financial goals and matching investment strategies to those plans.Areas of expertise: financial planning, investment management, legacy/estate planning, wealth preservation, asset allocation, IRAs, employer & 529 plans.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Bookends Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
  • Valic
    District Manager
    Valic Jan 2012 - Apr 2013
    Carmel, In
    Supervised 34 financial advisors in Indiana and Kentucky. Responsible for training, coaching and development. Managed relationships with key leadership within group business; K-12, Higher Education, Healthcare focus.
    View
  • Valic
    Financial Advisor
    Valic May 2006 - Jan 2012
    Carmel, In
    Lead advisor for strategic healthcare organization and two strategic K-12 school systems. Top advisor in district rollover assets, consistently exceeded annual goals. Managed service, communication, education and marketing to over 5,000 clients.
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Sarah Boston Skills

Design Investments Philanthropy Retirement Income Strategies Multi Generational Planning Certified Divorce Financial Analyst Retirement Planning Wealth Management Financial Planning Mutual Funds

Sarah Boston Education Details

  • Indiana University-Purdue University At Indianapolis
    Indiana University-Purdue University At Indianapolis
    Marketing

Frequently Asked Questions about Sarah Boston

What company does Sarah Boston work for?

Sarah Boston works for Bookends Financial Planning

What is Sarah Boston's role at the current company?

Sarah Boston's current role is Financial Planner and Investment Consultant at Bookends Financial Planning.

What is Sarah Boston's email address?

Sarah Boston's email address is sa****@****mes.com

What is Sarah Boston's direct phone number?

Sarah Boston's direct phone number is +172756*****

What schools did Sarah Boston attend?

Sarah Boston attended Indiana University-Purdue University At Indianapolis.

What skills is Sarah Boston known for?

Sarah Boston has skills like Design, Investments, Philanthropy, Retirement Income Strategies, Multi Generational Planning, Certified Divorce Financial Analyst, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds.

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