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
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