Ep #94: From Actress to Financial Planner with Sara Stollberger

Sara Stollberger is the Director of Financial Planning at Bridgewater Advisors based out of New York, and she joins the show today to share her story of how she began her financial planning career after spending more than five years as an actress. If you are a career changer seeking to enter the financial planning profession, this is an episode you won’t want to miss!

Listen in as Sara shares how she knew it was time to pursue something outside of acting (despite having had success in the field), as well as how she leveraged her personal connections, network, and skills in the entertainment industry to get her foot in the door at a financial planning firm. You'll learn why she eventually chose to leave that firm to pursue other opportunities, how her current firm has allowed her to grow professionally, and how she took skills from her acting days and melded them with technical aspects of financial planning to achieve massive success in her career.

What You'll Learn In Today's Episode:

How Sara got started in financial planning. (2:15)
The success she had in the entertainment industry. (9:30)
How she knew it was time to change the trajectory of her career. (12:10)
How Sara’s role evolved at her first firm. (15:20)
What she gained from her acting experience that helped in financial planning. (18:40)
What her role involved at her second firm and what it means to be Director of Financial Planning. (23:55)
Why Sara chose not to start her own firm. (29:30)

Ideas Worth Sharing:

“I know so much more now than I did when I was 21.” - Sara Stollberger Share on X “I reached a point where I needed to shift things around.” - Sara Stollberger Share on X “Taking that opportunity was what led to that whole path opening up.” - Sara Stollberger Share on X

Resources In Today's Episode:

Sara Stollberger: LinkedIn

Download your free copy of the New Planner Career Roadmap!

In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.