Sara Gardner, CFP®

Vice President, Advisor, Partner

Littleton, Colorado

Contact Sara

Sara Gardner is dedicated to helping individuals and families create strategic plans towards achieving their financial and retirement goals.
Inspired by her educator parents and her husband, Aaron—a retired U.S. Air Force veteran—Sara finds passion for service through financial education and empowerment. For 30 years, she has guided clients in making smart financial decisions, offering knowledgeable advice in stock option planning, tax strategies and navigating complex life transitions.
Beyond her advisory work, Sara is deeply committed to giving back. She has served as Chair of the Pro Bono Committee with the Financial Planning Association (FPA), supported veterans through Operation Homefront and Homes for Our Troops, and continues to provide financial guidance to military service members. Sara also volunteers with Conifer Rotary and is a member of the Conifer Chamber of Commerce, FPA, NAPFA and Mountain Women in Business.
Sara is a CERTIFIED FINANCIAL PLANNER TM professional. She earned her degree in Business Management with an emphasis in Finance from Regis University.