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@cultivatingwealth.com
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2 phones found area 646
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LinkedIn matched
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Sara Stanich, Mba, Cfp®, Cdfa™, Cepa is listed as Financial Planner | Entrepreneur | Investment Adviser at Cultivating Wealth, based in Montauk, New York, United States. AeroLeads shows a work email signal at cultivatingwealth.com, phone signal with area code 646, and a matched LinkedIn profile for Sara Stanich, Mba, Cfp®, Cdfa™, Cepa.
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa previously worked as Founder at Cultivating Wealth and Independent Financial Advisor at Raymond James Financial Services Inc, Member Finra/Sipc. Sara Stanich, Mba, Cfp®, Cdfa™, Cepa holds Mba, Marketing, Finance from Nyu Stern School Of Business.
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AeroLeads found 1 current-domain work email signal for Sara Stanich, Mba, Cfp®, Cdfa™, Cepa. Compare company email patterns before reaching out.
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
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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.
St. Petersburg, Florida, US
New York, NY, US
Worked with a team of specialists to help corporate executives and business owners build and manage wealth.
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.
New York, NY, US
Directed company sales efforts of qualitative market research services; including focus groups, usability testing, ethnography and user interface assessments.
Houston, Texas, US
Managed and developed client relationships, supervised internal account teams and led group sales efforts.
Led client marketing strategy and communications. Supervised account, media and creative teams.
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Sara Stanich, Mba, Cfp®, Cdfa™, Cepa works for Cultivating Wealth.
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa is listed as Financial Planner | Entrepreneur | Investment Adviser at Cultivating Wealth.
AeroLeads has found 1 work email signal at @cultivatingwealth.com for Sara Stanich, Mba, Cfp®, Cdfa™, Cepa at Cultivating Wealth.
AeroLeads has found 2 phone signal(s) with area code 646 for Sara Stanich, Mba, Cfp®, Cdfa™, Cepa at Cultivating Wealth.
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa is based in Montauk, New York, United States while working with Cultivating Wealth.
Sara Stanich, Mba, Cfp®, Cdfa™, Cepa has worked for Cultivating Wealth, Raymond James Financial Services Inc, Member Finra/Sipc, Merrill Lynch, Terex Corporation, and Sachs Insights.
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Sara Stanich, Mba, Cfp®, Cdfa™, Cepa holds Mba, Marketing, Finance from Nyu Stern School Of Business.
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