Sarah Swan, CFP® is a dedicated Vice President and Wealth Manager at Howe & Rusling, where she brings over a decade of expertise to helping clients navigate their financial journeys. As a CERTIFIED FINANCIAL PLANNER™, Sarah has a heart for empowering individuals and families to achieve their long-term financial goals with more confidence and clarity. Since joining the firm in 2011, she has worn several hats, blending her strategic financial acumen with her creative insights from her experience in Marketing—a department she continues to help lead. Sarah is a proud magna cum laude graduate of the University of Rochester, where she earned her Bachelor’s degree in Political Science. Beyond her professional commitments, she enjoys making a difference in her community through her work with the Rochester Women’s Giving Circle and Lifespan.
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!”
