Sarah Rentschler CFP®, CFS®, NSSA®

Sarah works in our Aurora, CO Financial Planning office!

I have always held service in high regard. At a young age, you could find me waiting on family members at a BBQ, organizing, or cleaning. I worked my way through business school waiting tables and later managed that same restaurant after graduation. After being of service to customers, staff, and owners, I wanted my skills and expertise to have a more meaningful impact on the community. I wanted to work for a cause, not just a career. This led me to the financial services industry. I started as an assistant to an advisor who believed in me as much as I did myself, giving me the opportunity to gain my financial services licenses. Supporting clients in an assistant role taught me how important this work is to the community and that client trust is paramount - this is when I knew that I found my cause. As a tax professional and an advisor, service means continually learning and being the expert to ensure clients know they have a firm foundation to support them in pursuing their goals. It is vital for clients to feel they can delegate financial expertise so they can feel free to do the one thing that can’t be delegated, enjoying life.

Sarah Rentschler CFP®, CFS®, NSSA® is a Colorado native with a bachelor’s degree in Business Administration from The University of Colorado. She took the Series 6 Investment Company and Variable Contracts Products Representative Qualification Exam, Series 7 General Securities Representative Exam, Series 63 Uniform Securities Agent State Law Qualification Exam, Series 65 Uniform Investment Advisor Law Exam, Life, Health and Variable Insurance License Exam, Certified Fund Specialist Certification Exam (CFS®) and National Social Security Advisor Certification Exam (NSSA®). In her free time, she enjoys biking, gardening, yoga, zumba, and spending time with her amazing husband Jon, and wonderful children Kiyah and Joseph.

Exams + Certifications

• CFP® certification
• The Series 6 Investment Company and Variable Contracts Products Representative Qualification Exam
• Series 7 General Securities Representative Exam
• Series 63 Uniform Securities Agent State Law Qualification Exam
• The Series 65 Uniform Investment Adviser Law Exam
• The Life, Health, and Variable Insurance License Exam
• The Certified Fund Specialist Certification Exam (CFS®)

National Social Security Advisor Certification Exam (NSSA®)