Sarah’s Approach
Sarah A. Nolte
CFP®
Financial Advisor / Member Owner
Overview
Sarah Nolte is a financial advisor serving clients from Savant’s Iowa City and Cedar Rapids, Iowa, offices. A CERTIFIED FINANCIAL PLANNER® professional, she works with individuals and families on comprehensive financial planning, helping them navigate wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Sarah joined Savant when World Trend Financial partnered with the firm in 2022. Before that transition, she served clients through World Trend Financial and previously held the role of director of operations at Financial Concepts, LLC, in Kalona, Iowa. Her industry experience provides insight into both the planning and implementation sides of financial advice, allowing her to help guide clients with a practical, informed perspective.
She earned a bachelor’s degree in finance with an emphasis in financial management from the University of Northern Iowa in Cedar Falls.
Sarah lives in Kalona, Iowa, with her husband, Steve, and their two children. She enjoys supporting her family’s farming operations, watching Hawkeye football, baking, staying active in her community, and traveling.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- University of Northern Iowa
Bachelor of Arts in Finance with an emphasis in Financial Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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Education
- University of Northern Iowa
Bachelor of Arts in Finance with an emphasis in Financial Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.