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 ...more

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.less