Sarah Militano AIF®, CPFA®

Investment Advisor Representative

Series 7 and 66
New York State Insurance License: Life, Accident & Health

Sarah joined Paradigm Consulting, Inc. in 2012. She is a dedicated professional within the qualified retirement industry for any size businesses. Sarah also provided investment management for individuals and organizations.

Fiduciary care is an integral part of her practice. Sarah holistically reviews a client’s goal, priorities and concerns to develop a customized plan to meet with their needs while putting the client’s interest first. Sarah uploads her fiduciary responsibilities through her Accredited Investment Fiduciary (AIF®) designation.

Community involvement has always been part of Sarah’s life. She serves on fundraising committees as well as a member of the Hamilton College Alumni Association and United Way’s Emerging Leaders Connect Committee.

Sarah enjoys spending time with family and friends, cooking as well as health and fitness.

The Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Holders of the AIF® designation must complete a minimum of 6 hours of continuing education each year.