Sara
Uh
CFP®
Here to act in your best interests
About me
I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy – coaching our two boys in various sports, such as golf, mountain biking, and skiing – and have a goal to see all the national parks together.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Business Administration, Finance - Western Michigan University
Visit one of our Locations
Detroit IV - Novi
39555 Orchard Hill Place
Suite 365
Novi, MI 48375
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Detroit V - Troy
201 West Big Beaver Road, The Columbia Center
Suite 950
Troy, MI 48084
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
