Sara McIntosh, CFP®

 

Sara McIntosh, CFP®, joined LongView in 2012, serving in various roles from Client Services Coordinator to her current position as Financial Advisor.  In addition to working with clients, Sara participates in the research and development of LongView’s Investment Committee.  She works out of LongView’s Atlanta office but has clients all over the state of Georgia and beyond.

Sara enjoys collaborating with clients who are approaching a life transition and want to make intentional decisions in order to create a more secure financial future.  She emphasizes a planning-based approach that is tailored for each client and their specific goals and objectives.  Developing successful relationships that offer families peace of mind is what she loves most about her job.

Sara graduated from Virginia Tech with a degree in Finance, concentrating in financial planning.  She earned her CERTIFIED FIANACIAL PLANNER™ designation in 2014 and continues to look for new opportunities to learn.

She currently resides in Roswell, GA, with her husband, Matt, and their chocolate lab, Jameson.   In addition to cheering on her beloved Hokie football team, Sara and Matt enjoy cooking, playing with Jameson, and travelling to new places.

smcintosh@lvwm.com

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