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


BLOG POSTS

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Can You Recoup College Expenses with Tax Credits?

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