Sara  Stanich,  CFP<sup>&reg;</sup> - Financial Advisor

Sara Stanich, CFP®

CDFA, MBA

President

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
FINANCIAL ADVISOR'S WEBSITE
(646) 693-7451 CONNECT WITH Sara
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General

Sara Stanich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cultivating Wealth in Montauk, NY and the surrounding communities.

Financial Advisor Overview

My name is Sara Stanich. I’m a Certified Financial Planner (CFP®) practitioner and Certified Divorce Financial Analyst (CDFA™). The Stanich Group is a fee-only registered investment adviser. I write about financial planning topics at my blog, Cultivating Wealth (www.cultivatingwealth.com). We provide financial planning advice and investment management services to my clients, who are successful business people focused on achieving their financial goals. These goals may include optimizing an investment portfolio, buying a home, saving for a child’s education, increasing tax-efficiency, retirement, or simply financial independence and building wealth. We also provide consulting services regarding the financial issues of divorce. I work with individuals, couples, attorneys and mediators to help define the financial issues of their case; understand the implications of different settlement options, and ultimately reach closure.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, CEPA

Insurance Licenses

  • Life insurance: NY

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources