Sara Stanich

Financial Adviser at Stanich Group, LLC in New York, NY

About

My clients are smart, motivated and ready to get serious about building their financial future, but don't have time to do it all alone. My mission is to simplify their lives by helping them build financial plans and manage their investments.

I 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.

I 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.

Disclosures: http://raymondjames.com/smicd.htm

Address
45 Broadway, Suite 1850 in New York, NY 10006
Info
Year started: 2007

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Specialties

  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 7
License # 5397545
Series 66
License # 5397545

Associations

Financial Planning Association
New York Association of Collaborative Professionals
Family & Divorce Mediation Council of Greater NY

Certifications

CDFP
CFP®
CRPC

Accomplishments

Background

Experience

Financial Advisor
Independent Financial Advisor

Education

New York University
New York University, Stern School of Business