Our Team


Sarah Caine, RP

As a Financial Planning Analyst, Sarah works with the Financial Strategists  to develop and implement financial and investment plans.  She has completed Basic Training with the National Association of Personal Financial Advisors.


Education:
Bachelor of Science, Lehigh University
Registered Paraplanner, College of Financial Planning
CFP Certification Professional Education Program, College for Financial Planning


Sarah and her family live in Bethlehem.

 

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