About

Sara-Gardner

Sara Gardner, CFP®
Principal

I have been in the finance industry since 1998, working primarily with mutual funds, insurance and annuity fields, I was able to combine this experience in my last position, working as a Senior Retirement Financial Planner at a Fortune 100 company for the last several years. There I developed literally thousands of financial plans and coached the company’s in-house financial advisors on presenting the plans to its high net worth clients.  I found what I was most passionate about was creating financial plans and offering solutions to achieve the clients’ individualized goals.

 

As a result, I started Elevated Planning, LLC, working with select financial planning firms as an outsourced financial planner, building financial plans to present to clients. I enjoy developing implementable strategies and formulating the reports that guide clients in achieving their personal and financial objectives.

 

I received my CFP® designation, after completing the pre-coursework through the College for Financial Planning in Denver, Colorado. I hold a Bachelor of Science in Business Management with Finance Emphasis from Regis University.

 

I am a member of the Financial Planning Association (FPA) and I am the ProBono Director with Colorado Chapter of FPA,  participating in the Financial Planning Days and partnering with Foundation For Financial Planning to provide support for the under served in our community  and Operation Homefront and Homes for Our Troops to provide financial planning and counseling help to our military community in need.

 

My husband and I have grown up in the beautiful state of Colorado and we have chosen to raise our children here, allowing us to enjoy outdoor activities year round with family and friends.  Additionally, I enjoy volunteering with our local area council Trails Committee to give back and enjoy our mountain community.

 

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Apr 9, 2015 | Posted by | Comments Off on About