Sarah Swan (CFP®)
Sarah Swan focuses in the
following client markets or areas of practice:
- AUM
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- AUM
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
Planning Specialties
As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ at Howe & Rusling, Sarah focuses her time on working with clients and is passionate about helping them achieve their financial goals. With a long history in Marketing for the firm, she’s still heavily involved in running that department. Sarah graduated magna cum laude from the University of Rochester with a Bachelor’s degree in political science. She volunteers her time with the Rochester Women’s Giving Circle, and she prides herself on being one of Howe & Rusling’s woman owners.
Outside of work, Sarah loves spending time with her husband and three little kids, going out to dinner with friends, and seeing new parts of the world whenever possible.
NAPFA Start Date
April 03, 2023
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