Sarah B. Specht
CFP®
Financial Advisor
I strive to 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.
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Education &
Affiliations &
Sarah Specht serves as a financial advisor in Savant’s Cedar Rapids, Iowa office, where she focuses on helping women and self‑employed individuals understand their finances and build practical retirement strategies. As a CERTIFIED FINANCIAL PLANNER® professional, she guides clients through wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.
Sarah entered the financial services industry in 2014. She joined World Trend Financial in 2016 and continued her work with clients when the firm joined Savant in 2022. She previously worked for a national financial services firm.
She is an active member of the Professional Women’s Network and volunteers with Junior Achievement. She earned a bachelor’s degree in business administration from Wartburg College in Waverly, Iowa.
At home, Sarah and her husband, Nate, keep busy with their three daughters and their many activities. As the oldest of seven, she also enjoys finding opportunities to travel whenever she can.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.