Sarah Chen, CFP®

Sarah Chen is a Certified Financial Planner (CFP®) with over 12 years of experience in comprehensive financial planning. Before joining Monegrow, she served as a senior advisor at a top-10 wealth management firm where she managed portfolios for high-net-worth clients.

Sarah holds a Master's degree in Financial Planning from the University of Georgia and earned her CFP® certification in 2014. She is a member of the Financial Planning Association (FPA) and regularly speaks at industry conferences on retirement planning strategies.

Her writing focuses on making retirement planning accessible to everyday investors, with a particular emphasis on tax-efficient withdrawal strategies, Social Security optimization, and the psychological aspects of financial planning.