Cfp® Sarah Mouser Cts™, Ces™, Ccfs®, Ela™

Director Of Financial Planning at Cassaday & Company

Sarah Mouser, CFP®, CTS™, CES™, CCFS®, ELA™, has a diverse work experience in the financial planning and investment management industry. Sarah started their career as an Associate Financial Advisor at Ameriprise Financial Services, Inc., where they worked from 2003 to 2011. Sarah then joined Savant Capital Management as a Financial Advisor from 2011 to 2014. Following that, Sarah served as the Director of Financial Planning at Cassaday & Company, Inc. from 2014 to the present, where they provide comprehensive financial planning and investment management solutions. In addition to their roles in the financial industry, Sarah has also contributed as a Contributor at Forbes since 2017 and served as a Board Member at Insight Memory Care Center. Sarah is also a Certified Master Instructor at The Bar Method from 2016 to 2022 and a Certified Instructor at Inspire Fitness & Wellness Studio from 2022 to the present.

Sarah Mouser, CFP®, CTS™, CES™, CCFS®, ELA™, obtained their Bachelor of Science degree in Certified Financial Planner (CFP) Certification Education- Financial Planning & Wealth Management from Virginia Tech, where they studied from 1999 to 2003. Sarah has also obtained several additional certifications, including the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board, the Certified College Funding Specialist™ designation from the Association of Certified College Funding Specialists, the Certified Estate and Trust Specialist™ (CES™) designation from the Institute of Business & Finance, the Certified Tax Specialist™ (CTS™) designation from the Institute of Business & Finance, the Education Loan Analyst (ELA™) designation from the Association of Certified College Funding Specialists, and the Group Fitness Instructor (GEI) certification from the Athletics and Fitness Association of America - AFAA. The specific dates of when these additional certifications were obtained are not provided.

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Timeline

  • Director Of Financial Planning

    2014 - present

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