Sara Stanich, Mba, Cfp®, Cdfa™, Cepa

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa Email and Phone Number

Financial Planner | Entrepreneur | Investment Adviser @ Cultivating Wealth
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's Location
Montauk, New York, United States, United States
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's Contact Details

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa personal email

n/a

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa phone numbers

About Sara Stanich, Mba, Cfp®, Cdfa™, Cepa

Sara Stanich, MBA, CFP®, CDFA™, CEPA launched The Stanich Group (dba Cultivating Wealth), a fee-only Registered Investment Advisory Firm in 2016. The launch of her own firm came after nearly 10 years in the industry as a Financial Advisor affiliated with Raymond James and Merrill Lynch. She also obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations during this time.Financial Planning is a second career for Sara, who also spent over 10 years in marketing roles, during which time she completed her MBA at the Stern School of Business at New York University.Learn more about Sara's firm, Cultivating Wealth, by visiting our website or contact me to set up an appointment at https://cwscheduling.as.me/sara

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's Current Company Details
Cultivating Wealth

Cultivating Wealth

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Financial Planner | Entrepreneur | Investment Adviser
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa Work Experience Details
  • Cultivating Wealth
    Founder
    Cultivating Wealth Mar 2016 - Present
    New York, Ny, Us
    Cultivating Wealth is a fee-only, fiduciary firm. We do not accept sales commissions and have a legal obligation to make recommendations in your best interest. Our advisors hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations.
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  • Raymond James Financial Services Inc, Member Finra/Sipc
    Independent Financial Advisor
    Raymond James Financial Services Inc, Member Finra/Sipc Feb 2009 - Mar 2016
    St. Petersburg, Florida, Us
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Aug 2007 - Dec 2008
    New York, Ny, Us
    Worked with a team of specialists to help corporate executives and business owners build and manage wealth.
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  • Terex Corporation
    Director Of Marketing
    Terex Corporation Aug 2001 - Jan 2007
    Norwalk, Ct, Us
    Led marketing efforts at corporate level. Developed marketing strategy and execution plans, spearheaded key branding, investor relations, market research, and event planning initiatives, coordinated budgets and activities of subsidiaries, internal sales groups and external vendors.Major initiatives included launch of Strategic Account Group and distributor development programs.
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  • Sachs Insights
    Business Development
    Sachs Insights Jan 2001 - Aug 2001
    New York, Ny, Us
    Directed company sales efforts of qualitative market research services; including focus groups, usability testing, ethnography and user interface assessments.
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  • Us Interactive
    New Business Development Director, Digital Marketing & Media
    Us Interactive Apr 1999 - Dec 2000
    Houston, Texas, Us
    Managed and developed client relationships, supervised internal account teams and led group sales efforts.
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  • I-Traffic
    Account Manager
    I-Traffic Aug 1997 - Apr 1999
    Led client marketing strategy and communications. Supervised account, media and creative teams.

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance
  • New York University
    New York University
    European Studies
  • Canevin
    Canevin

Frequently Asked Questions about Sara Stanich, Mba, Cfp®, Cdfa™, Cepa

What company does Sara Stanich, Mba, Cfp®, Cdfa™, Cepa work for?

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa works for Cultivating Wealth

What is Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's role at the current company?

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's current role is Financial Planner | Entrepreneur | Investment Adviser.

What is Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's email address?

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's email address is sa****@****mes.com

What is Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's direct phone number?

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa's direct phone number is +164669*****

What schools did Sara Stanich, Mba, Cfp®, Cdfa™, Cepa attend?

Sara Stanich, Mba, Cfp®, Cdfa™, Cepa attended Nyu Stern School Of Business, New York University, Canevin.

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