Sarah Mouser

ABOUT Sarah Mouser

Leading strategic financial planning for Verdence Capital Advisors, Sarah Mouser, CFP®, CDFA®, CES™, CTS™ works directly with the firm’s advisory team to develop and implement planning strategies to meet clients’ individualized needs. She continuously seeks to stay ahead of the curve to ensure the firm's service offerings and financial planning technology delivers integrated and holistic advice efficiently and effectively. Sarah also manages the firm's training and mentorship programs through a career development track.

Sarah brings more than two decades of experience in wealth management, specializing in strategic financial planning, tax strategies, education planning, estate and legacy planning, elder care and much more.  Sarah’s passion for helping others extends beyond her work at Verdence. She volunteers on the Board of Directors for a nonprofit specializing in care needs for individuals with dementia. Sarah is also an inaugural member of Virginia Tech's Financial Planning and Wealth Management major's Advisory Board serving on the Workforce Development Committee as the Career Preparation Director. 

Designations

CFP® - Certified Financial Planner

Qualifications

Licensed - Yes

License No - 532691

License Type - Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management

Meetings Offered

Availability