Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Boyle Racek is an investment advisor representative at Olio Financial Planning. Sarah has been in the industry for 6 years and has a Series 65 license. Sarah is currently registered in South Carolina and has a specialization in financial planning, portfolio management for individuals and businesses, and educational seminars. Sarah's previous work experience includes roles at Virginia Tech, Virginia Cheese Company, Virginia Tech Athletics, and Blacksburg Country Club.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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VA
10/09/2023 - Present
Olio Financial Planning (MCLEAN VA)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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