Sarah M. Newell, CFP®
Sarah attended Boston University where she earned her Bachelor of Arts degree in Economics and History. She started her career at Commonwealth Financial Network with experience in both operations and wealth management. In her most recent role as an Annuity Consultant, she helped financial advisors and their clients navigate the complex world of annuities and recommended products to best suit each client’s specific goals. During her years at Commonwealth, Sarah received her Series 7, 66, and 24 designations as well as her Insurance license. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Sarah currently lives in Waltham and in her free time she loves to travel with friends and sail on the Charles River.