Sara SteigerwaldSara SteigerwaldWealth Advisor
LinkedInAbout Sara
Sara Steigerwald is a Wealth Advisor at J.P. Morgan Wealth Management.
A CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Sara applies goals-based planning to deliver comprehensive strategies to address the entirety of client financial needs.
Sara’s focus is on helping clients achieve financial independence at any stage in life.
A magna cum laude graduate of Harvard University, Sara received an M.A. in Finance in 2011. She also holds a Bachelor of Engineering in Biomedical Engineering from Case Western Reserve University.
Investing has been an integral part of Sara’s life. At the age of thirteen, she purchased her first mutual fund. By working at weekend and summer jobs, Sara continued to diligently save and invest. This enabled her to support the cost of her education.
In 2000, Sara began her career at Synplicity, Inc., a company that built software for microchip designs. She advised Fortune 500 companies on synthesis of their semiconductor code, helping to get their products to market on time.
Sara successfully bridged her career to the financial industry by using many of the same skills she developed in engineering. Staying focused on the solution, removing emotion from the equation, and producing a result that is based on reason and logic is the same process she uses in navigating financial markets.
At J.P. Morgan, Sara employs these skills to help clients protect and grow their wealth. She engages the full resources of the firm to implement comprehensive strategies that are unique to each person’s or family’s goals.
This includes planning for the following objectives:
- Multi-generational wealth
- Stewardship of sudden, unexpected wealth
- Employee Stock Option Plans
- Business Succession
- Investment Income
- Retirement Income
- Estate Planning
- Social Security and Medicare considerations
Insights
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