Sarah Stamp

Background

About Sarah Stamp

I re-joined the Compass Planning team in June 2014. I first worked at the firm as an intern while completing my undergraduate and graduate studies in Boston. I am now a Certified Financial Planner (CFP®), passionate about financial literacy and the power of financial independence.I help develop planning and investment recommendations and am available to help clients gather financial planning and investment information and implement their investment changes and financial planning tasks. From opening new accounts, moving assets, making sure that estate planning tasks are completed, or answering questions, I focus on helping clients implement their plans.I pursued a career in fee-only financial planning after working on the brokerage side of financial planning. “Being free of commissions lets us keep our clients' best interests at heart, “ I say."My goal is to help clients move forward and accomplish their goals by looking at all aspects of their financial situation."I completed the Certified Financial Planner education program at the College for Financial Planning in Denver after earning my M.B.A. from the Simmons School of Management. I graduated from Simmons College with a double major in finance and economics. While at Simmons, I received the Simmons School of Management Faculty Book Award for my leadership skills and management potential. I was president of the investment club and also a member and captain of the varsity swim team.