Sara  Gardner,  CFP<sup>&reg;</sup> - Financial Advisor

Sara Gardner, CFP®

Vice President Wealth Advisor

EP Wealth Advisors

8081 Shaffer Pkwy, Suite 4
Littleton, CO 80127
FINANCIAL ADVISOR'S WEBSITE
(720) 696-0583 CONNECT WITH Sara
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General

Sara Gardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in Littleton, CO and the surrounding communities.

Financial Advisor Overview

Small Business- Planning & Succession Young Professionals PERA Military/Veterans

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Financial Advisor Experience

I have been in the wealth industry over 25 years seeing clients through market volatility and economic recessions with financial planning as the backbone to our strategy to accomplish their goals for financial independence.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

n/a

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Investment Management, Government & Military, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources