Sarah Wasaff, CFP®
Wealth Manager, Partner
Sarah serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, Sarah offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Sarah worked for an independent investment advisory firm as their Chief Operating Officer and Chief Compliance Officer.
Sarah earned a Bachelor of Business Administration degree in finance from the University of Iowa. Sarah is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards. Sarah serves on the board of Dress for Success Austin.
Sarah and her husband reside in Austin, Texas, with their two active children. In her spare time, Sarah enjoys reading, crafting, training for triathlons and exploring local taco joints with her family.
Articles by Sarah Wasaff, CFP®
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