Sarah Swan, CFP®
Vice President, Wealth Manager
As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, Sarah focuses her time on working with clients and is passionate about helping them achieve their financial goals. With a long history in Marketing for the firm, she’s still heavily involved in running that department. Sarah graduated magna cum laude from the University of Rochester with a Bachelor’s degree in political science. She volunteers her time with the Rochester Women’s Giving Circle, and she prides herself on being one of Howe & Rusling’s woman owners.
Outside of work, Sarah loves going out to dinner with her family and friends, writing, and seeing new parts of the world whenever possible.
"My favorite trip I’ve ever taken was my honeymoon—a road trip out West where we camped and hiked in a bunch of national parks from Colorado to California. Our country is mind-blowingly, arrestingly beautiful, and it was impossible to not be completely humbled and at peace when out in nature where things look and feel and sound the way they did centuries ago, mostly untouched by man. And that’s why Teddy Roosevelt is one of my favorite figures from history—he had the foresight to know how important these natural sanctuaries would always be for posterity. Thanks TR!"
Sarah Swan, CFP®, Vice President, Wealth Manager
We’d love to hear
(585) 325 4140
120 East Avenue, Rochester, New York 14604