Sarah E. Delaney is a financial planner, business owner, wife, and mom who works with everyday people like you to help get their finances in order. She believes that education is the most important tool to achieve our goals and has dedicated herself to a financial and economic education which she can then pass along to you. Having financial planning and advice available to everyone is what drives her.

Sarah began her career working at a large financial firm where she quickly became licensed, and now holds five different securities licenses as well as insurance licensing in the state of California and Florida.  Over the past several years, Sarah has worked for a handful of successful Financial Planning and Advisory firms where she learned both what works in the business as well as what she believes could look differently based on her own personal values.

Sarah grew up in a lower income family with both parents working at the local grocery store and has first-hand experience striving for a better future in the face of adversity.  Because of this, she has a strong passion for helping others succeed financially and knows how important education and planning is in changing one’s life. She enjoys working with those in varying financial stages and has a heart for single women and widows where she can advocate for and coach them through the complexities of the financial world. 

When she isn’t helping to develop your financial future, Sarah enjoys playing classical music on the piano, reading a book to her children, going on date nights with her husband, and staying in shape through hiking and exercise.