SS
advicer.bio/sarastanich

Sara Stanich

Financial advisor at Cultivating Wealth

Verified advisor · CFP® · CRD 5397545
Cultivating WealthFounder · Principal
Listed in People
Financial Advisor
#260LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20262,963followersMessage SaraContact Sara on LinkedIn
7
Tools in my stack
GeoWealth
TAMP
Wealthbox
CRM
RightCapital
Financial Planning
Holistiplan
Tax Planning
Charles Schwab
Custodial Platform
+2 more
AdvicePay
Advisory Fee Billing
Hubly
Workflow Support
0
Events coming up
0
Books, pods, letters
0
Things I'm open to