Sarah’s Approach
Sarah B. Specht
CFP®
Financial Advisor
Overview
Sarah Specht serves as a financial advisor in Savant’s Iowa offices in Cedar Rapids and Iowa City, 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.
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.
Education
- Wartburg College
Bachelor of Arts in Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Professional Women’s Network – member
- Junior Achievement – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.