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Our financial advice team


Sara Colton

Sara Colton

CFP®, CRPC®, ADPA®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Envisage Wealth
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

  • I enjoy playing with my two dogs
  • I'm an avid golfer
  • I also really enjoy the outdoors, especially biking, hiking, and backpacking
  • During the spring and summer I enjoy gardening and grilling as well

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • ADPA® Accredited Domestic Partnership Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, University of Oregon, Eugene, Oregon
  • Associates in Arts in Applied Sciences, Walla Walla Community College

Community participation

  • Current member and past president of The New Albany Rotary Club
  • Current board member of The Legacy Fund of the Columbus Foundation
  • Ronald McDonald House Volunteer