Sara Tanner, CFP®
Co-Founder, President, Wealth Advisor
With 29 years in the Financial Services Industry, Sara Tanner, CFP® is an experienced and knowledgeable financial advisor, ready to address your individual needs, goals and dreams. Sara grew up on a dairy farm in Brownsmead, Oregon where she learned the values of hard work, integrity and perseverance from her immigrant father and native Oregonian mother. Sara’s parents left an indelible mark on her as to the value of all people, the power of finding the positive and the endurance that leads us through difficult times. With this foundation of both steadfastness and ingenuity in volatile times, Sara and her business partner, Carrie Mullins, have launched Firenze Wealth Management to provide truly independent financial care and guidance to their clients.
Having relationships with over 1,200 households and businesses has given Sara the expertise on how to address changing needs over one’s lifetime. Working with multiple generations of her client’s families, she has learned to address and manage your needs from beginning to end, in addition to planning for estate transfer. Working in conjunction with your other financial and estate planning professionals, such as your CPA and Attorney, Sara can help you craft a plan for the life abundant, for yourself and generations to come. The holistic method of planning includes all aspects of your financial life.
Believing strongly in community building, Sara has served for over 20 years on the Knappa Schools Foundation Board. It is this passion for helping others that continues to drive both her professional and personal goals. She and her husband, Brent both enjoy being a part of something greater. Brent has coached their children in all of their sporting endeavors, in addition to serving on Boards to make teams sports available for all kids. Their children, Jacquelyn and Jake, keep them busy, engaged and hopeful for the future. As a family, they love to travel the world to explore old roots and discover new ones.
Sara would love to engage with you on building your life abundant!