Sara Gardner, CFP®

Vice President, Advisor, Partner

Littleton, Colorado

Contact Sara

Sara helps individuals and families design strategic plans for retirement and major life transitions. She brings deep expertise in equity compensation, tax strategy, and education-focused planning.
She has served clients for three decades and earned a degree in Business Management with a Finance emphasis from Regis University.
Her approach is empathetic, educational, and steady. She clarifies trade-offs, coordinates specialists, and keeps plans actionable, believing informed clients make more confident decisions.
Committed to service, she supports veterans’ organizations and pro bono initiatives through the Financial Planning Association and volunteers locally with Rotary and other community groups.