Sara Scholl, CFP ®
Firm Owner - Financial Planner
Sara Scholl, CFP®, CRES is the founder of Turning Pointe Financial, LLC., a Basking Ridge, New Jersey financial planning company whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Sara is a CERTIFIED FINANCIAL PLANNER™, Certified Retirement Education Specialist, and entrepreneur.
Before Turning Pointe Financial, LLC., Sara was an advisor with Metropolitan Life Insurance Company since early 2009. With this role she was able to increase her knowledge, hone her craft, and gain valuable experience.
The key to Turning Pointe Financial's success can be attributed to Sara's simple yet highly effective method of approaching finance—in a fun, personalized, compassionate, relatable, non-judgement way. Since 2017, Turning Pointe Financial has offered services focusing on public education employees' retirement needs ranging from financial planning when a public pension is part of the equation, investment planning for retirement, education and legacy goals, and the technique of transitioning from making a paycheck to creating a paycheck.
Sara is married to her best friend, is the mother of two elementary-aged daughters, and has two dogs that she wished knew how to wipe their paws before coming in from outside.