CFP®, AIF®
Senior Wealth Manager & Manager of Advisor Success
Email: sara@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Sara Take Financial AssessmentCFP®, AIF®
Senior Wealth Manager & Manager of Advisor Success
Email: sara@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Sara Gelsheimer, CFP®, AIF® - Senior Wealth Manager & Founder of InspireHer. Sara came to Plancorp with a strong financial background and an even stronger commitment to financial education—particularly for women.
Originally from Cape Girardeau, MO, Sara moved to St. Louis after graduating from college. Her unique education background of social work and financial planning has helped her build deep relationships with her clients, and recognize the importance of providing financial advice in a way each individual can understand. She founded InspireHer, an initiative that inspires financial confidence in all women through education and impactful support. By giving women a comfortable space to learn and ask questions, she strives to empower women to be more confident in their financial lives.
She has a passion for helping others and has spent several years as a mentor through a local non-profit, has traveled to Uganda for mission work where she sponsors two young women, and is on the parish council at her church.
In her free time, she enjoys live music, hiking, chasing around her three small children, and the all-too-rare date nights with her husband.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163