My F&M

Sara R. Young, CFP®

Financial Planner

Sara R. Young, CFP®

Financial Planner
Sara R. Young, Financial Planner

“True wealth is achieved when you understand and have confidence in your ‘big picture.’ The ability to reach your goals, live the life you envision, and know your family will be taken care of no matter what life throws at you.”

Sara joined the Foster & Motley team as the result of a long-planned career change. After spending six years in healthcare, she was ready for a new adventure. A lifelong passion for personal finance prompted her to explore financial planning, and once she thought about the deep impact an advisor can have on the lives of their clients, she knew it would be a great fit. She is excited about the long-term relationships she will be able to develop while serving the clients of Foster & Motley.

Sara joined the firm after completing the CERTIFIED FINANCIAL PLANNER™ coursework. She is enjoying putting knowledge into action for clients and continuing to learn to ensure she is always providing the best service possible. 

Sara spends her free time with her husband, Wes, and their two young children. They enjoy visiting Cincinnati’s local treasures such as the Zoo and the Museum Center. They also enjoy traveling and spending time with their extended families.  

Quick Facts:

  • Earned CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, 2022
  • Obtained Series 65 accreditation, 2020
  • Graduate of the University of Cincinnati with a Bachelor of Science in Nursing degree, 2012