About The Presentater
Please welcome Sarah Stackpole, a Financial Planner and Chartered Special Needs Consultant with Asset Strategies Group.
Sarah brings nearly a decade of combined experience across financial planning and client strategy. Since joining the financial services industry in 2020, she has built a practice centered on helping individuals, families, and business owners make informed, long-term financial decisions. She takes pride in understanding each client’s unique priorities so she can design strategies that support both their immediate goals and their future aspirations. Sarah has a younger sibling who early in life was diagnosed as being on the autism spectrum, which has led to Sarah earning her Chartered Special Needs Consultant designation where she holds the skills and knowledge to help folks navigate the unique financial and life challenges for individuals and families within the Special Needs Community.
At the core of her practice is a simple belief: knowledge is the key to a successful financial future. Whether clients are preparing for retirement, protecting their families, or navigating major life milestones, Sarah is committed to serving as a lifetime resource and trusted partner.
