Sarah Santeufemio, CFP®
Financial Planner & Retirement Planning
As a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial planning industry, Sarah comes to Garrison with a focus on Retirement Income Planning. Working mainly with retirees and pre-retirees, she supports her clients by providing them the education and resources they need to help reduce or eliminate the major risks associated with retirement. Creating a protected and dependable income strategy that focuses on guaranteed income, increased cash position and strategically positioning assets in ways that can grow a client’s net worth by becoming more conservative.
Sarah is a Baltimore native. Graduating from Our Lady of Mt. Carmel High School, she played softball and was the captain of the women’s varsity soccer team. As a wife and mother of two, she currently calls Harford County her home. In addition to a Life & Health producers license, Sarah is an investment advisor representative and currently holds FINRA series 6, 7, 63, 65 securities licenses. With an Associate’s degree from CCBC, a Bachelor’s degree from West Virginia University, she trained at Boston Institute of Finance to obtain her credentials as a CERTIFIED FINANCIAL PLANNER® professional. She is currently working on Certified Divorce Financial Analysist Certification (CDFA) so she can help her clients navigate the financial uncertainty of divorce and help them to maintain confidence to and through the process.