Sarah Swan
Howe & Rusling, Inc. · Rochester, New York
Sarah Swan is a fee-only financial advisor at Howe & Rusling, Inc. in Rochester, New York, who holds the CFP, CRPC and CFA credentials.
Request an introduction to Sarah →
Facts
| Firm | Howe & Rusling, Inc. |
|---|---|
| Based in | Rochester, New York |
| Credentials | CFP · CRPC · CFA · CPWA · CPA |
Request an introduction to Sarah
Tell Sarah a little about what you're looking for. Sarah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sarah
Is Sarah Swan a fee-only financial advisor?
Yes. Sarah Swan is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
Where is Sarah Swan based?
Sarah Swan is based in Rochester, New York.
What credentials does Sarah Swan hold?
Sarah Swan holds the CFP, CRPC, CFA, CPWA and CPA credentials.
How do I contact Sarah Swan?
Contact details aren't on file yet. Search for Howe & Rusling, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.