Sarah Springer, CFP®, CDFA®
Managing Director | Family Wealth Advisor
Focus
Sarah focuses on retirement, investment and income planning with high net worth families and individuals. She also specializes in assisting women in transition. Sarah has her Certified Divorce Financial Analyst designation which allows her to help individuals and couples going through or contemplating divorce by providing valuable insight into the financial issues surrounding divorce, such as taxes, pension plans, healthcare coverage, stock option elections, and more.
Background and Experience
Sarah began her career in the financial services industry over 20 years ago and has extensive experience and passion helping others to achieve financial freedom.
Sarah was born and raised in Alaska and graduated from Dimond High School. She achieved dual degrees in finance and marketing from Gonzaga University in Spokane, WA. Mrs. Springer holds the CDFA® and CFP® certification.
Sarah has far-reaching experience in the capital markets. She lived and worked in Boston, MA at a world class bond management shop and gained in-depth knowledge of the taxable and municipal bond markets and management. Sarah also worked at an equity management firm before becoming a financial advisor.
Mrs. Springer's career as a financial advisor with The Planning Group of the Northwest started in 2002. Sarah enjoys working with families and women to tackle tough financial obstacles and to help clients achieve their personal and financial goals.
She has a passion for learning and meeting new people, which has taken her all over the world. She has lived and studied not only in Alaska, but in Europe, Boston, Washington and Colorado.
Personal Life
Sarah lives in Fort Collins, Colorado with her husband, Ben, and two sons, Andrew and Sam. Sarah sits on the Executive Committee of YoungLife® of Northern Colorado. Sarah currently is the Past President of the Baird Womans Advisory Council and a council member of ASCEND. She is very active in her community and volunteers in her sons’ classrooms and at her church. Whenever she has a free moment, she enjoys yoga, hiking, and cooking.