Our Team
Sara Stanich, MBA, CFP®, CDFA®, CEPA®, CPWA®
Founder
Sara founded Cultivating Wealth in 2016 after nearly 10 years in the industry. She has extensive experience working with creative professionals, entrepreneurs, and persons in the divorce process.
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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.
Liz Sylvan, CFP®, CDFA®, CPWA®
Senior Financial Advisor
Liz Sylvan, CFP®, CDFA® is a Senior Financial Advisor at Cultivating Wealth. Liz works with clients in the NYC area and beyond to help them move confidently toward their financial and life goals.
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Liz provides guidance in cash flow optimization, tax planning, retirement planning, investments, estate planning and education funding. She also has a special expertise in helping clients prepare for the purchase or sale of a home or investment property. In addition to general financial planning, as a Certified Divorce Financial Analyst, she helps divorcing individuals and couples make informed financial decisions.
Prior to her career in finance, Liz spent a decade in the non-profit sector, helping organizations to fund their missions through individual and institutional giving.
Liz received her Certificate in Financial Planning from Northwestern University and her BA from Wesleyan University.
When Liz isn’t working, she enjoys traveling, exploring New York City on her bike, and spending time with her husband and two kids.
Caroline Young, CFP®
Financial Advisor
Caroline Young is a Financial Advisor at Cultivating Wealth and CERTIFIED FINANCIAL PLANNER® practitioner. She has a background in architecture, operations and business management.
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Caroline most recently ran the financial side of a large architecture practice in NYC and brings extensive experience synthesizing objective technical information with subjective goals. Be it designing schools in California, organizing renovations to Lincoln Center, or analyzing the finances of the architects of Barclays Center, she brings a creative and collaborative approach to her work.
Through developing her company's 401k and educating staff on all things financial, she realized that her passion for personal finance was something she wanted to pursue and completed the CERTIFIED FINANCIAL PLANNER® (CFP®) education and passed the exam in 2022.
Caroline and her family live in Brooklyn, though they love to travel and recently visited seven national parks. She is looking forward to helping other Brooklyn families identify and realize their personal financial goals.
Rebecca Incledon
Associate Financial Advisor
Rebecca Incledon (she/her) is an Associate Financial Advisor and a CERTIFIED FINANCIAL PLANNER® candidate. She loves helping people use money as a tool to achieve their goals.
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Rebecca received a Certificate in Financial Planning from Northwestern University, a bachelor’s degree from Brandeis University, and a Master of Public Health degree from Boston University. She has also received training to help clients maximize their Social Security benefits.
Before joining Cultivating Wealth, she spent 15 years in the non-profit sector, raising and managing grant funds.
Rebecca lives in Chicago with her husband and two children. In her spare time, she enjoys exploring Chicago’s parks with her family, listening to public-radio podcasts, and singing in choirs.
Hana Walton
Paraplanner
Hana is a paraplanner at Cultivating Wealth, where she provides support in developing customized financial plans, preparing detailed analyses, and assisting with investment strategies.
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Hana spent over a decade as a public school music teacher in New York. In that role, she found herself well prepared to teach her students how to play the string instruments of the orchestra, but entirely unprepared to navigate the k-12 403(b) system. Learning about the complexities of 403(b) plans and making sound investment decisions within them sparked a passion for educating other teachers on these topics, and led to her interest in financial planning. She is excited to support the team at Cultivating Wealth in empowering clients to plan and achieve their goals.
Hana received her Certificate in Financial Planning from Bryant University. She also holds a MA in Music Education from Teachers College, Columbia University and BM in Violin Performance from New York University. Outside of work, she continues to play the violin for fun and enjoys camping and hiking in the woods of the Northeast. She lives in mid-coast Maine.
