Sarah Mahaffa, CFP®
Sr. Wealth Advisor
Life is full of major decisions that may cause one to feel overwhelmed and as a result, those decisions may get put on the back burner. My passion is to understand what is truly important to my clients, educate them on relevant strategies, and help to implement a plan they can have confidence in. As a Wealth Advisor, clients rely on me to plan for some of the largest financial transactions of their lives. Whether saving for education, planning for retirement, or navigating a transition of wealth due to death or divorce, planning is a critical component of a successful outcome.
Professional Financial Planning Experience
- 9 years of helping a diverse range of individuals with financial planning needs, wealth management strategies, and ultimately gaining clarity around their finances.
- Bedel Financial Consulting, Inc., Wealth Advisor
- Charles Schwab, VP Financial Consultant
- Charles Schwab, Associate Financial Consultant
Educational and Professional Designations
- Certified Financial Planner™ certification
- Bachelor of Science, Management and Accounting, Purdue University
- Trained Financial Specialist for Collaborative Law divorces
Professional Activities & Accolades
- Financial Planning Association
- Coburn Place, Board Member
- Integrating Woman Leaders, Board Member and Planning Committee
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 2018.
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