Get to know Sylvia L. Sterling
Money touches nearly every aspect of our lives. I’m passionate about helping people, especially women, to manage this resource well so that they can focus on more important things in life.
I have seen how often women are left out of the larger financial conversations, especially around investing and retirement planning. Many find themselves struggling to get their arms around their financial situation when life throws them a curveball like divorce or widowhood. Whether single by choice or by a life-changing event, women frequently find themselves frustrated with their advisors and feel they’re not being heard. I’m here to listen, understand and help.
The best financial plans are built from an understanding of individual values, goals, and lifestyle. I provide comprehensive advice for my clients, educating them on the financial pieces of their puzzle and illuminating potential blind spots that could impact their financial futures. I bring practical knowledge from my years of industry experience as well as my extensive education, which includes a master’s degree in Personal Financial Planning and Counseling, the CERTIFIED FINANCIAL PLANNER® certification, and the Certified Divorce Financial Analyst® designation. But above all, I understand that my clients are more than the numbers on the page.
Professional Designations & Affiliations
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