Sara CFP

Sr. Wealth Manager at Plancorp Inc - Creve Coeur, MO, US

Sara CFP's Colleagues at Plancorp Inc
Ben CFP

Senior Financial Planner

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Brian Cfp

Chief Planning Officer & Director of Wealth Management

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Jeff Buckner

Founder, Chairman and Co-Chief Investment Officer

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Larry Legrand

Vice Chairman, Chief Financial Officer

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Sean Kyle

Sr. Wealth Manager

Contact Sean Kyle

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Sara CFP's Contact Details
HQ
636-532-7824
Location
Company
Plancorp Inc
Sara CFP's Company Details
Plancorp Inc logo, Plancorp Inc contact details

Plancorp Inc

Creve Coeur, MO, US • 100 - 249 Employees
Financial Services

If you are looking for an experienced wealth management partner who can help you manage and protect your financial life, we look forward to welcoming you to the Plancorp family.\\Plancorp is a Registered Investment Advisor currently overseeing approximately $3.6 billion (as of 3/31/17) of both individual and institutional assets. \\We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we're paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success.\\Our investment philosophy is anchored in evidence-based research – studies conducted by universities and Nobel Prize-winning economists. We don't engage in "playing the markets" or short-term stock picking. \\What has set us apart since we were founded in 1983, is our commitment to absolute transparency. With Plancorp, there are never hidden agendas or hidden fees. We have one agenda only – to help you reach your goals.

Wealth Management Investment Management Financial Planning Asset Management Retirement Plan Advising Business Advisory Services Family Office Services Fiduciary Investing Estate Planning Endowments & Foundations Tax Planning Philanthropic Planning Endowments & Foundations Fiduciary Fee-Only Advisors Financial Services Financial Advisory Services
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Frequently Asked Questions about Sara CFP
Sara CFP currently works for Plancorp, LLC.
Sara CFP's role at Plancorp, LLC is Sr. Wealth Manager.
Sara CFP's email address is ***@plancorp.com. To view Sara CFP's full email address, please signup to ConnectPlex.
Sara CFP works in the Financial Services industry.
Sara CFP's colleagues at Plancorp Inc are Ben CFP, Brian Cfp, Jeff Buckner, Chris Kerckhoff, Larry Legrand, Leo Haas, Sean Kyle and others.
Sara CFP's phone number is 636-532-7824
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