
Sarah Anderson, CFP
Wealth Management Advisor
®
"I get to experience the excitement of life’s biggest moments — retirement, first homes, new babies — and that’s what makes this work so fulfilling."
- Sarah Anderson, CFP®
CREDENTIALS
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Bachelor of Science, High Point University, 2013
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Mathematics
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Associate member of National Association of Personal Financial Advisors
MEET SARAH!
Sarah joined The Foundry in 2019 and works as a Lead Advisor. She also serves as the firm's Finance Director, overseeing financial operations and contributing to strategic planning. In addition to meeting with clients, Sarah enjoys the analytical work that takes place behind the scenes, creating and managing goals-based portfolios.
A lifelong resident of Wolfeboro, Sarah takes pride in her deep roots within the community. She lives there with her husband, Thomas, their son, Bradley, and their 95-pound Bernedoodle, Bogie. When she’s not in the office, Sarah’s ideal day is spent on their boat on Lake Winnipesaukee, soaking up the sun and enjoying time with family and friends. Whether it's a quiet cruise or an adventurous day on the water, the lake is her favorite place to unwind.