Sara Beth Stanich
Investment adviser representative at Cultivating Wealth
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$209.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Cultivating WealthApr 2019 to now
- The Stanich Group, LLCJun 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, PA, TX).
Cultivating Wealth
Legal name: The Stanich Group LLC
$209.8MAssets managed
175Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5397545
- Firm CRD
- 282447