From Marketing to Finance with Sara Stanich
In this episode of RIA Collective, Charlie van der Ven welcomes Sara Stanich of Cultivating Wealth, based in Montauk, New York. Transitioning from a vibrant marketing career to founding her own RIA, Sara shares her journey through the early days of internet advertising, the .com crash, and eventually, the financial sector. Their conversation sheds light on the unique challenges and insights gained from transitioning to an independent financial advisor role, with a special focus on empowering women and navigating the divorce financial planning niche.
Listeners will gain valuable perspectives…
The skinny
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