Sarah Mahaffa, CFP®

Image for Sarah Mahaffa

Sr. Wealth Advisor and
Manager of Financial Planning

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

  • 14 years of helping a diverse range of individuals with financial planning needs, wealth management strategies, and ultimately gaining clarity around their finances.

Career History

  • Bedel Financial Consulting, Inc., Sr. Wealth Advisor & Manager of Financial Planning
  • 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
  • Advanced Women Leaders (AWL), Bloombase

Professional Activities & Accolades

  • Women4Change, Finance Committee Member
  • St. Joan of Arc School, PTO member
  • CICF Professional Advisory Leadership Committee Member
  • 2021 Indy’s Best and Brightest Finalist
  • Integrating Woman Leaders, Former Board Co-Chair and Conference Planning Committee Chair
  • Coburn Place, Former Board Treasurer
  • Financial Planning Association
  • Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 2018 - 2022

Check out more fun facts about Sarah:

Meet Sarah Mahaffa, CFP® | Meet the BEdel Team


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Worried about Healthcare Expenses?

Individuals with personal or group coverage (not Medicare) may have access to healthcare savings accounts that can be used independently or even paired together to maximize tax benefits.

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Personal Finance Hacks 101

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Fun in the Sun: Is Your Insurance Protecting You?

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Everything You Need To Know About QCDs

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Family Vacation Home – What’s the Plan?

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Planning for the Unexpected

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Loans from The Bank of…. Mom and Dad?

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Ditch the Documents!

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Is It Worth Getting Amped Over Electric Vehicles?

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Inherited IRAs: Do You Know The Rules?

When the SECURE Act first passed, the rules seemed straightforward. In practice, we are now encountering individuals who have more than one Inherited IRA account and possibly different distributions plans for each one.

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Nurses, Military, Teachers: Get your Student Loans Forgiven!

The PSLF program hasn’t had the best reputation, but the recent changes should make it more user-friendly and accessible to the people it was designed to help.

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The FAQs of a Financial Planner

When it comes to your financial future, trial and error can be expensive. Your best bet is to seek out a financial planner who can answer your questions and help you think about the questions you don’t know to ask.