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Sarah Stewart CFP®, AIF®

Sarah Stewart CFP®, AIF®

Partner/Investment Advisor Representative

Sarah’s career in the financial services industry began with Fidelity Investments as a Securities Trader. She is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), Registered Representative and Investment Advisor Representative through Cetera Advisors, LLC. 

Sarah serves as the firm’s Cincinnati Branch Manager, responsible for managing the regulatory compliance aspect of the business. In addition, Sarah works closely with clients, advising them on their investment, insurance, financial and estate planning needs. Her extensive knowledge and understanding of client needs allows her to provide advice that takes in each client’s unique situation. "My greatest satisfaction comes from helping clients not only plan for their own financial future but for that of the next generation as well."  

Degrees/Designations: CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), University of Dayton, BS in Finance, Minor in Spanish

Licenses and Registrations: Securities Registration Series 7, 24, 31, 63, 65, Ohio Accident, Life and Health Insurance, and Ohio Notary