Sarah Caine, CFP®
Wealth Manager
Office: Bethlehem, PA
Team: Wealth Management
Education & Certificates
B.S,, Lehigh University
B.A., Lehigh University
Certified Financial PlannerTM
Professional Background
Prior to joining CW Advisors, I was with Agili for over 22 years, most recently as a Financial Strategist responsible for client financial strategy and counsel, comprehensive financial planning and investment management. I enjoy the combination of detail-oriented problem solving and conversations with clients.
Personal Interests
I am an avid hiker. I love to read. I also love strategy games and puzzles.
I serve as the head of the Endowment Committee for the Congregation Brith Sholom Endowment Fund, and I am the Treasurer for my son's BSA Troop.