Sara Benton-Smedley

Financial Planner

CA Insurance License #4076383

Sara, a dedicated and accomplished financial professional, has been honing her craft at Chartered Financial Services since 2013. Her business acumen is driven by a passion for financial wellness and empowering her clients to achieve their goals through a combination of education, guidance, and tailored financial strategies. Her primary objective is to instill confidence in her clients, and to equip them with the tools and knowledge to navigate any unexpected challenges that may arise, no matter what stage of life they may be in.

Sara is a proud holder of the prestigious CERTIFIED FINANCIAL PLANNER™ designation as well as the Chartered Financial Consultant® and Chartered Life Underwriter®, and is constantly seeking opportunities for growth and learning in order to better serve her clients. As a financial planner, her responsibilities include the development of comprehensive financial plans, the creation and customization of investment portfolios, and the execution of protection strategies to safeguard against potential financial risks.

Beyond her professional pursuits, Sara finds joy in the creative outlets of painting and cooking, and is an animal lover who currently resides in Gillette, NJ with her loving husband Kevin, their beautiful daughter Emma, and their beloved cattle dog, Goose. Together with Kevin, she has recently taken up golfing as a new hobby.