Denver, Colorado

Sara Gardner

CFP®
Wealth Advisor
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Regis University, B.S. Business Management, Finance Emphasis

Financial Tip

Financial Tip- Today’s information overload environment can lead to inaction, but inaction can be the biggest financial planning mistake. Quote: “A Goal Without a Plan is Just a Wish.” –Antione de Saint-Exupéry

About Sara
Sara has been in the finance industry since 1998 working primarily with mutual funds, insurance and annuity fields. While working at a Fortune 100 company, she developed thousands of financial plans and coached the company’s in-house financial advisors on presenting the plans to its high net worth clients. She developed a passion for creating financial plans that offered a pathway for clients to achieve their personal goals. As a result, she launched her own company Elevated Planning, LLC. She worked with select financial planning firms as an outsourced financial planner, building financial plans to present to clients. She is the Pro Bono Director with the Colorado Chapter of the Financial Planning Association (FPA). As part of her role, she organizes Financial Planning Days, partnering with Foundation For Financial Planning and the CFP Board to provide support for the underserved in the community. She also volunteers financial counseling and planning to help our military community. She is a volunteer with the Conifer Area Council Trails Committee giving back to her mountain community. Sara earned her CFP® designation after completing her studies at the College for Financial Planning in Denver, Colorado. She holds a Bachelor of Science in Business Management with Finance Emphasis from Regis University. Raised in Colorado, Sara and her husband have 2 daughters. Sara and her family enjoy outdoor activities year round with family and friends.
Sara's Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Jon Moore

Regional Director
CFP®

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Kelly Alameddin

Client Service Administrator
FPQP®

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Linda Ginder

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Gennifer Takacs

Associate Portfolio Manager
CFA
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