Sarah Caruso
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Sarah Caruso
Personalized advice to help you achieve your goals Your financial goals are unique…
Experience
Financial Planner
Jan 2018 — Present · Denver, CO, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs. Assists clients in gathering the information needed to prepare the financial plan. Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.
Education
University of Colorado Denver
B.S., Marketing
2006 — 2007
Arapahoe Community College
AA Degree, Business Transfer Emphasis
Columbine High School
Diploma obtained, 2003
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