Sarah A. Nolte
CFP®
Financial Advisor
I enjoy helping clients understand their finances. I believe knowledge is powerful in feeling confident in your financial future.
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Education &
Sarah is a financial advisor in Savant’s Iowa City and Cedar Rapids, IA offices.
As a CERTIFIED FINANCIAL PLANNER® professional, Sarah is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Sarah has been involved in the financial services industry since 2014. She worked for World Trend Financial from 2018 until it joined with Savant in 2022. Prior to joining World Trend, she was director of operations for Financial Concepts, LLC in Kalona, IA.
Sarah earned a bachelor of arts degree in finance with an emphasis in financial management from the University of Northern Iowa.
Sarah lives in Kalona with her husband Steve. They enjoy spending time with their two children and helping on their family farms. In her free time, Sarah enjoys watching Hawkeye football, baking, being active in the community, and traveling.
Education &
Designations
- University of Northern Iowa
Bachelor of Arts in Finance with an emphasis in Financial Management - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.