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 serves as an Executive Board Member of LongView’s Investment Committee. She works out of the Atlanta office but has clients all over the state of Georgia and beyond.
She enjoys collaborating with clients who are approaching a life transition and want to make intentional decisions 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 long-term relationships that provide a customized focus on what matters to the client, is what she loves most about her job.
Sara graduated from Virginia Tech with a degree in Finance, concentrating in financial planning. She obtained her CFP® certification in 2014 and continues to look for new opportunities to learn.
She currently resides in Cumming, GA, with her husband, Matt, their daughter, Marlee, and their chocolate lab, Jameson. You can find them cheering on the Falcons, Braves, and Hokies and cooking lots of delicious food to enjoy with friends and family.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.