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Sara Stanich, CFP®, CDFA, CEPA

Real Life. Real Money. Real Financial Plans.

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Cultivating Wealth Sara Stanich, CFP®, CDFA, CEPA
Montauk, New York

Serving Clients Nationwide

Real Life. Real Money. Real Financial Plans.

Areas of Focus

  • Divorce Financial Planning
  • Education Funding
  • Employee Benefits
  • Financial Life Planning
  • Investment Management

About Me

I’m Sara Stanich, Montauk, New York-based CFP® and owner of Cultivating Wealth, a Fee-only Registered Investment Adviser. I founded Cultivating Wealth in 2016 after nearly 10 years in the industry. I have extensive experience working with creative professionals, entrepreneurs, and persons in the divorce process.

I began my career in the financial industry after receiving my MBA from NYU and working in corporate marketing for 12 years. Drawn to do something more entrepreneurial, I became a financial planner to combine my interest and knowledge of personal finance, aptitude for numbers and desire to help people live their best life.

As a mom of three young children (including twins!), I have first-hand knowledge of the costs and challenges of raising children. I also understand that the responsibilities of parenthood can motivate you to deal with issues such as insurance, college savings and estate planning that were previously put on the back burner.

I recently relocated from Brooklyn Heights to Montauk and enjoy the change of pace (and some time at the beach!). When I'm not working, you can find me in the vegetable garden, reading, or chasing down my three kids.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

73, South Euclid Avenue, Montauk, New York, 11954

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free 15-minute introductory call. We'll listen and learn more about you and your individual circumstances and financial planning needs. And we can answer your questions to help you decide if we're a good fit to work together.

Offers Investment Management

Yes

About our Firm

Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.

Our Simple Process for Cultivating Wealth:

✅ REAL LIFE. Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.

✅ REAL MONEY. Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.

✅ REAL PLAN. Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.

Cultivating Wealth is a fee-only Registered Investment Adviser. Our roots are in New York City, but we are now coast to coast and serve clients virtually nationwide.

We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.

Education

NYU Stern School of Business, MBA, Marketing, Finance | New York University, BA, German, European Studies

Badges

Hobbies and Interests

  • Beach
  • Family
  • Gardening
  • Reading

Who We Serve

  • Baby Boomers
  • Blended Family
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.