Sarah Mouser, CFP®, CTS™, CES™, CCFS®, ELA™ is the Director of Financial Planning at Cassaday & Company, Inc., an independent wealth management firm in Tysons Corner. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Sarah works directly with the firm’s financial advisory team to develop comprehensive strategies to help meet clients’ individualized planning needs and deliver integrated and holistic advice. While Sarah works with our clients in all aspects of their financial plan, she specializes in helping with estate and legacy planning, tax management, education planning strategies, and proactive planning on the topics of aging and dementia.
Sarah brings over 17 years of experience in the financial planning and investment management industry to the firm, working with high net worth professionals, business owners, and retirees. Having extensive experience in tax preparation, Sarah is also a Certified Tax Specialist™ as well as a Certified Estate and Trust Specialist™ (CES™), both achieved through the Institute of Business and Finance.
As a regular Forbes.com and Advisor Perspectives contributor, Sarah is able to share insight on planning topics most important to today’s investors. She has been quoted by prominent industry publications such as Barron’s and Financial Advisor Magazine, and has been called upon by leading industry outlets to speak to the nation’s top advisors.
Sarah is a member of the Financial Planning Association of the National Capital Area, as well as the Association of Certified College Funding Specialists® and National Institute of Certified College Planners®. She graduated with a degree in financial planning from Virginia Polytechnic Institute and State University (Virginia Tech), and is actively involved with the National Capital Region Chapter of the Virginia Tech Alumni Association. Sarah currently lives in Fairfax, Virginia with her husband David.