MBA, CFP®, CDFA®, CEPA®
Founder Sara Stanich, MBA, CFP®, CDFA®, CEPA® launched The Stanich Group, a fee-only Registered Investment Advisory Firm in 2016. The launch of her own firm came after nearly 10 years in the industry as a Financial Advisor affiliated with Raymond James and Merrill Lynch. She also obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations during this time.
Financial Planning is a second career for Sara, who also spent over 10 years in Marketing roles, during which time she completed her MBA at the Stern School of Business at New York University.
Sara recently relocated from Brooklyn Heights to Montauk, and is enjoying the change of pace (and some time at the beach!). When Sara isn’t working, you can find her in her vegetable garden, reading, or chasing down her three kids.