Sarah Stamp ,CFP®

CERTIFIED FINANCIAL PLANNER™
Boston, Wellesley
email: sarah@compassplanning.com


Sarah Stamp re-joined the Compass Planning team in June 2014 as an Associate Financial Planner. She first worked at the firm as an intern while she completed her undergraduate and graduate studies in Boston. Sarah is a Certified Financial Planner (CFP®), passionate about financial literacy and the power of financial independence.

Sarah helps develop planning and investment recommendations and is 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, she focuses on helping clients implement their plans.

Sarah chose to pursue a career in fee-only financial planning after working on the brokerage side of financial planning. "I prefer fee-only financial planning. Being free of commissions lets us keep our clients' best interests at heart," Sarah says. "My goal is to help clients move forward and accomplish their goals by looking at all aspects of their financial situation."

Sarah completed the Certified Financial Planner education program at the College for Financial Planning in Denver after earning her M.B.A. from the Simmons School of Management. She graduated from Simmons College with a double major in finance and economics. While at Simmons, Sarah received the Simmons School of Management Faculty Book Award for her leadership skills and management potential. She was president of the investment club and also a member and captain of the varsity swim team.