Sara Stanich, the Founder of Cultivating Wealth, a Registered Investment Advisory firm providing custom financial planning for families balancing careers, parenthood, and long-term financial dreams joins Enterprise Radio. With over 16 years of industry experience, Sara has helped hundreds of clients manage their investments and build sound financial plans for their families.
Listen to host Eric Dye & guest Sara Stanich discuss the following:
- Can you take us through your inspiring journey of starting Cultivating Wealth while also nurturing your family? How did your role as a wife and mother influence your entrepreneurial decisions?
- Financial planning is crucial for any business. How has your expertise in this area helped in managing your family’s finances while investing in your business?
- Time management must be a significant challenge for parent entrepreneurs. What are your top time-management tips for efficiently dividing attention between business and family?
- What are some common financial pitfalls that family-oriented entrepreneurs might face, and how can they safeguard against them?
- In your view, how important is it for entrepreneurial parents to educate their children about financial planning and business from a young age?
- Lastly, what empowering message would you like to share with all the aspiring women entrepreneurs listening today who strive to strike a balance between their business dreams and family life?
Sara Stanich, CFP®, CDFA®, CEPA is the founder of Cultivating Wealth, a Registered Investment Advisory firm dedicated to providing custom financial planning for families navigating the complexities of balancing careers, parenthood, and long-term financial aspirations. With over 16 years of industry experience, Sara has successfully assisted hundreds of clients in managing their investments and creating robust financial plans tailored to their family’s needs.
Sara’s unique perspective extends beyond her impressive industry credentials. Her life experiences outside the financial services sector enable her to deeply understand the financial planning needs of modern families. She holds an MBA from New York University and has held management roles in both startups and Fortune 500 companies.
A mother of three, including twins, Sara is well-acquainted with the challenges and joys of raising children, with several years still ahead before they reach adulthood. She comes from a working family where higher education was not a given, which fuels her passion for guiding families through financial planning and building a business that she can take pride in.
Website: https://www.cultivatingwealth.com
Social Media Links:
Linkedin: https://www.linkedin.com/in/sarastanich
Instagram: https://www.instagram.com/cultivatingwealth
Forbes: https://www.forbes.com/sites/sarastanich
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