Sara Lovell, Managing Partner

Sara Lovell is a Managing Partner of 21 West Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years in the financial services industry. As a fiduciary advisor, she has spent her career working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.

Experience, education, leadership

• 15+ years of Wealth Management experience and progressive leadership roles

• Bachelor’s degree, University of California, Irvine

• CFP© – CERTIFIED FINANCIAL PLANNER™ accreditation

• The CERTIFIED FINANCIAL PLANNER™, CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold the CFP® certification.

  It is recognized in the United States and a number of other countries for its:

  (1) high standard of professional education;

  (2) stringent code of conduct and standards of practice; and

  (3) ethical requirements that govern professional engagements with clients.

  To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;

  • Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in two, three-hour sessions, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;

  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year) or two-year apprenticeship option; and;

  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

What ELSE?

• Sara is an avid snowboarder

• She is also an accomplished dancer

• Sara loves spending time with her husband and family