Sarah Fuller, CFP*, CASL

Senior Partner
Phone: (585)568-6919
Sarah holds Certified Financial Planner and Chartered Advisor of Senior Living designations. She is a Senior Partner and has over 20 years of experience in the Financial Service Industry. Sarah caters to the unique needs of senior clients covering such items as financial, health, psychological and sociological issues. She is a firm believer of providing professional service with integrity, objectivity, confidentiality, and professionalism. Sarah graduated from SUNY Brockport with a Bachelor’s Degree in Business Administration and a minor in Health Economics. She is an outdoor enthusiast and enjoys downhill skiing, golfing and hiking with her dog Emma.