Sarah B. Specht
CFP®
Financial Advisor
I meet you where you are and help you get to where you want to go. I feel privileged that I get to build relationships and help clients navigate life and pursue their goals.
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Education &
Affiliations &
Sarah is a financial advisor in Savant’s Cedar Rapids, IA office. She is passionate about teaching women how to understand their finances and save for their retirement, especially those who are self-employed.
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 2016 until it joined with Savant in 2022. Prior to joining World Trend, she worked for a national financial services firm.
Sarah is a member of the Professional Women’s Network and volunteers with Junior Achievement. She earned a bachelor of arts degree in business administration from Wartburg College.
Sarah and her husband Nate have three daughters and spend a lot of time transporting them to all their activities. Sarah is the oldest of seven and enjoys traveling whenever she gets a chance.
Education &
Designations
- Wartburg College
Bachelor of Arts in Business Administration - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Professional Women’s Network – member
- Junior Achievement – volunteer
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.