Sarah Baker (CFP®)
Sarah Baker focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Sarah understands and addresses the complex issues surrounding effective financial, investment, estate, and tax planning. She is dedicated to helping clients define and achieve their financial goals by developing strategic financial and investment plans and providing accountability.
Additional Information
Prior to joining Sullivan, Bruyette, Speros & Blayney in 2017, Sarah worked for Ronald Blue Trust for 11 years. Sarah graduated from West Virginia University, where she earned her Bachelor of Science in Business Administration with a major in Finance.
NAPFA Start Date
January 13, 2010