Sarah B. Specht

CFP®

I meet you where you are and help you get to where you want to go. I feel privileged that I get to build relationships and help clients navigate life and pursue their goals.

221 3rd Avenue SE Suite 215 Cedar Rapids, IA 52401
319.364.3041

Sarah has been involved in the financial services industry since 2014. She worked for World Trend Financial from 2016 until it joined with Savant in 2022. Prior to joining World Trend, she worked for a national financial services firm.

Sarah earned a bachelor of arts degree in business administration from Wartburg College. She is a CERTIFIED FINANCIAL PLANNER™ professional. Sarah is a member of the Professional Women’s Network and volunteers with Junior Achievement. She is passionate about teaching women how to understand their finances and save for their retirement, especially those who are self-employed.

Sarah and her husband Nate have three daughters and spend a lot of time transporting them to all their activities. Sarah is the oldest of seven and enjoys traveling whenever she gets a chance.


Education &
Designations

  • Wartburg College
    Bachelor of Arts in Business Administration
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Professional Women’s Network – member
  • Junior Achievement – volunteer

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.