Sarah L. Cicero, CFP®, CFA®
California Insurance License #4336441
Managing Partner
"My passion is collaborating with my clients to develop customized financial plans and wealth management strategies designed to accomplish their goals. It is important to me to build long term, meaningful relationships based on trust, care, and competence."
Achievements
- CERTIFIED FINANCIAL PLANNER® Practitioner
- Chartered Financial Analyst®
- Registrations: Series 7, Series 66, Health and Life Insurance licensed
- Registered Representative, Osaic Wealth
- B.S., Magna Cum Laude, Towson University
- Partner, StoneBridge Advisors, Inc.
Professional Associations
- Financial Planning Association
- Women in Financial Services
- Baltimore Estate Planning Council
- Osaic Women's Advisory Board Member
- The Resource Group
- Member of the CFA® Institute and CFA® Society Baltimore
Personal
- Resides in Lutherville, MD with her husband, Mike, son Dominic, daughter Brooklyn and two step-daughters, Abigayle and Jacklyn
- Former Committee Member and volunteer for the National Kidney Foundation of Maryland
- Former member of the Maryland Commission on Kidney Disease