Sarah Halpin Cfp® Email & Phone Number

“Early in life I learned that financial security is not a given. Family instability inspired me to become an expert on money and help others achieve their financial goals”. Sarah uses her experience and knowledge to help clients, in particular, business owners to diversify, build and protect their personal wealth. Sarah is skilled at cutting thru complexity and making big goals doable. She provides practical solutions with a “down to earth” and empathetic approach. Clients are confident that they have Sarah in their corner focusing on their growth and goals.Sarah is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Business Exit Consultant and Certified Plan Fiduciary Advisor. She is a Partner and Wealth Advisor at Back Cove Financial an independent wealth management firm.Sarah is known for her outstanding leadership in the community. She is the Advisory Chair of New Ventures Maine which provides leadership, money management and entrepreneurship training. Sarah is a member of the Institute for Family Business, the International Exit Planning Organization and the Maine Estate Planning Council.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Back Cove Financial. 56 Depot Road Falmouth, ME. Phone 207.541.9500. The [Financial Advisor(s)] associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Listed skills include Public Speaking, Retirement Planning, Retirement, Investments, and 9 others.