Sara Gardner
CFP®
EP Wealth Advisors
Vice President/Wealth Advisor
Sara Gardner
CFP®
EP Wealth Advisors
Vice President/Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sara Gardner, CFP®
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Why did Sara become a Financial Advisor?
"Growing up my parents were both teachers and they had to make financial decisions for by brother and I or their retirement. Later my husband, was in the US Air Force, and I saw a similar trend of tight spending and not knowing what goal to focus on first. I wanted to help others, like those I love most in this world, with financial education and felt it was my mission to help educate other first time investors to strengthen and achieve their financial independence."
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Sara Gardner 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 Gardner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sara Gardner is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sara Gardner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sara Gardner is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Sara Gardner
Office Locations:
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8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
7800 E. Union Ave.
Suite 520
Denver, CO 80237
