Sara Stanich, CFP®, CDFA Cultivating Wealth

About Sara Stanich, CFP®, CDFA

I’m Sara Stanich, New York City-based CFP® and owner of The Stanich Group, a Fee-only Registered Investment Adviser.

We help our clients set financial goals, build and optimize their investment portfolios, develop strategies to help reduce taxes, and save for the future. A financial plan can help you make the right financial choices to support growing families, plan for retirement, grow a small business or regroup after a divorce or other life changing event.

I began my career in the financial industry after receiving my MBA from NYU and working in corporate marketing for 12 years. Drawn to do something more entrepreneurial, I became a financial planner to combine my interest and knowledge of personal finance, aptitude for numbers and desire to help people live their best life.

As a mom of three young children (including toddler twins!), I have first-hand knowledge of the costs and challenges of raising children in New York City. I also understand that the responsibilities of parenthood can motivate you to deal with issues such as insurance, college savings and estate planning that were previously put on the back burner.

We also specialize in helping people going through the divorce process evaluate their financial options and plan for the future.

The Stanich Group, LLC is a fee-only Registered Investment Advisor based in New York. We offer Financial Planning, Investment Management, and Divorce Financial Analysis Services. Please visit our websites at CultivatingWealth.com and PowerOverDivorce.com.

Contact this advisor

Recently Published

Why I Became a Financial Advisor

September 4, 2020

While getting a master’s degree in Economics, I realized I wanted a more applied career than becoming a Ph.D. and a professor. Finance is the intersection of Economics and Psychology, and fascinates me endlessly. After completing that degree, I spent fifteen years as an investment professional, in portfolio management and investment research. I enjoyed the […]

The post Why I Became a Financial Advisor appeared first on Cultivating Wealth.

Read the full post →

How to Choose Your New Health Insurance Plan at Work

August 14, 2020

It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus on you, the employee, to manage your costs and set aside money to pay for health care expenses. These plans can be lower cost to […]

The post How to Choose Your New Health Insurance Plan at Work appeared first on Cultivating Wealth.

Read the full post →

Executive Benefits You Can Ask for in Your Next Job

July 16, 2020

Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity to build real wealth. Changing jobs or getting promoted is the best way to break out of the 3% raise year after year. Many people […]

The post Executive Benefits You Can Ask for in Your Next Job appeared first on Cultivating Wealth.

Read the full post →

Visit the blog →

Ideal Clients

  • Business Executives
  • Divorce
  • Gen X
  • Women's Finance

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3,000 – $10,000
  • AUM: 1.00%

 

SEC Records

Loading...