Sarah Mahaffa, CFP®
Sr. Wealth Advisor and
Manager of Financial Planning
Life is full of major decisions that may cause one to feel overwhelmed and as a result, those decisions may get put on the back burner. My passion is to understand what is truly important to my clients, educate them on relevant strategies, and help to implement a plan they can have confidence in. As a Wealth Advisor, clients rely on me to plan for some of the largest financial transactions of their lives. Whether saving for education, planning for retirement, or navigating a transition of wealth due to death or divorce, planning is a critical component of a successful outcome.
Professional Financial Planning Experience
- 14 years of helping a diverse range of individuals with financial planning needs, wealth management strategies, and ultimately gaining clarity around their finances.
Career History
- Bedel Financial Consulting, Inc., Sr. Wealth Advisor & Manager of Financial Planning
- Charles Schwab, VP Financial Consultant
- Charles Schwab, Associate Financial Consultant
Educational and Professional Designations
- Certified Financial Planner™ certification
- Bachelor of Science, Management and Accounting, Purdue University
- Trained Financial Specialist for Collaborative Law divorces
- Advanced Women Leaders (AWL), Bloombase
Professional Activities & Accolades
- Women4Change, Finance Committee Member
- St. Joan of Arc School, PTO member
- CICF Professional Advisory Leadership Committee Member
- 2021 Indy’s Best and Brightest Finalist
- Integrating Woman Leaders, Former Board Co-Chair and Conference Planning Committee Chair
- Coburn Place, Former Board Treasurer
- Financial Planning Association
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 2018 - 2022
Check out more fun facts about Sarah:
BLOG POSTS
Is Your Money Safe? Can the FDIC & SIPC Protect You?
If your bank or brokerage firm failed, do you know what would happen to your money and investments? Thankfully, FDIC and SIPC insurance is there to protect you and your savings, but only up to a specified amount. Find out just how much you’re covered!
Flexible Spending Account = Money Saved
How would you like to save on your next pair of glasses or your child’s preschool tuition? You don’t need a coupon and you won’t have to negotiate a deal – all you need is a Flexible Spending Account.
Collaborative Divorce: A Softer, More Congenial Approach
Preparing for a major event often involves a team of professionals. A wedding involves photographers, caterers, and florists. And people often seek ...