Sarah Cizmas, Financial Advisor located in Marathon, FL

Financial Advisor
Sarah A Cizmas

MBA, CFP®, AAMS®, CRPC™
11400 Overseas Hwy Ste 220, Marathon, FL 33050opens in a new window
New Client Waitlist
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Real Estate and Construction

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volunteering
  • Traveling
  • Spending Time with Family
  • Reading

Team Members

  • Janice Scheel
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(305) 743-6121

Fax

(888) 428-9642

Office Address

11400 Overseas Hwy Ste 220
Marathon, FL 33050opens in a new window

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