ABOUT ME

Sara is currently a partner at the MWM Group LLC, an esteemed boutique investment firm in Cedarhurst, New York.

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In 2006, Sara graduated with an undergraduate degree in Economics from U.C.L.A. Although her heart remains in California, she embarked on a new chapter in New York City after graduation, initiating her career in financial services at Provident Wealth Advisors. This firm specialized in estate planning and insurance planning.

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Transitioning to the MWM Group LLC in 2015, Sara assumed the role of a registered financial advisor. While her client portfolio spans various demographics, a significant shift occurred as she started receiving calls from women navigating the complexities following the sudden loss of their husbands. These experiences equipped her with the skills and empathy needed for such intricate and emotionally charged situations. Working closely with women, particularly those recently widowed, has since become not just her focus but her profound passion.

 

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