Sara Faitelson, CDFA®

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Description

NEW YORK: New York County, Nassau County, Suffolk County

 

Sara Faitelson is the Founder and CEO of Stiletto Financial. She was awarded the prestigious honor of being named one of the Top 100 Women Leaders in New York for 2023.  She specializes in financial education. Her mission is to empower women to make independent financial decisions, especially those who may be separated, divorced, or going through the divorce process. She is addressing a specific and often underserved need in the financial industry.

Here are some key points about Sara and Stiletto Financial's mission and services:

  1. Financial Education: Sara's primary role is to educate her clients about financial matters. This education likely covers a wide range of topics, including budgeting, investing, retirement planning, and estate planning.
  2. Independent Financial Decision-Making: Sara's emphasis on helping her clients make independent financial decisions. This part of the process is vital as it allows her clients to take control of their financial future and not rely solely on others for their financial well-being.
  3. Comprehensive Financial Strategy: Sara's approach involves developing comprehensive financial strategies. This means considering various financial components, such as income, expenses, investments, insurance, and estate planning, to create a plan tailored to each client's needs and goals.
  4. Specialization in Life Changes: Her focus on working with clients who are separated, divorced, or widowed is particularly relevant, as these life changes often bring unique financial challenges and opportunities. Sara's expertise can help clients navigate these transitions successfully.
  5. Empowerment and Protection: Sara's ultimate goal of serving as a resource to ensure her clients' value, security, and future are well protected speaks to her commitment to empowering women and helping them achieve financial security and peace of mind.
  6. Gender-Specific Approach: The fact that she specializes in working with women suggests that she understands the unique financial challenges and considerations that women may face. This tailored approach can be very beneficial to her clients.

Overall, Sara and Stiletto Financial's mission is not only about managing money but also about empowering women to take control of their financial destinies. This is a valuable and impactful service, as financial independence and security are essential for everyone, regardless of their gender or life circumstances.

 

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Sara Faitelson

Posted 5 months ago

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Business Hours
Closed Now

  • Monday
    09:00 am - 10:00 pm
  • Tuesday
    09:00 am - 10:00 pm
  • Wednesday
    09:00 am - 05:00 pm
  • Thursday
    09:00 am - 06:00 pm
  • Friday Closed
  • Saturday Closed
  • Sunday Closed

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