Member Profile

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First Name Sara
Last Name Stanich
Email sara@cultivatingwealth.com
Phone 646-693-7451
Street PO Box 5014
City Montauk
State NY
Zipcode 11954
Country United States of America
Company Cultivating Wealth
Professional Designations CFP, CDFA, CEPA
Specialties Creative Entrepreneurs, Real Estate, Executive Compensation
Bio Sara Stanich, MBA, CFP®, CDFA™, launched The Stanich Group, 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. The Stanich Group offers financial planning advice, investment management services and consulting services regarding the financial issues of divorce. Learn more about Sara's firm, The Stanich Group, by visiting https://cultivatingwealth.com, or contact me to set up an appointment at https://go.oncehub.com/SaraStanich?bt=1