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Sarah Baker, CFP®

Financial Advisor

Sarah Baker is a Financial Advisor for Ronald Blue & Co.'s branch office in Charlotte, North Carolina.

As a CERTIFIED FINANCIAL PLANNER™ certificant, Sarah understands the complex issues surrounding effective financial, investment, estate, and tax planning. She is dedicated to assisting clients with defining financial goals, problem solving, and pursuing a strategic financial and investment plan.

Additionally, Sarah works with Everyday Steward, a division of Ronald Blue & Co., offering Hourly Financial Planning services and fee-only Investment Management. Serving as a Stewardship Coach™ to her clients, she desires to help the Everyday Steward live a life of purpose, focus on their goals, and experience financial peace of mind.

Sarah graduated from West Virginia University, where she earned her Bachelor of Science in Business Administration with a major in Finance.

Prior to joining the firm in 2006, she worked as a Retirement Specialist with Vanguard, where she assisted shareholders with retirement solutions including IRAs, rollovers, asset transfers and complex retirement planning.

Active in her community, Sarah teaches Crown Biblical Financial Study and other budgeting courses at her church and at Lois Lodge, a home for women facing unplanned pregnancies. Sarah is also a Qualified Kingdom Advisor and is a corporate member of the National Association of Personal Financial Advisors (NAPFA).

Sarah and her husband, Mack, live in Charlotte, NC.

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