Sarah A. Nolte

CFP®

I enjoy helping clients understand their finances. I believe knowledge is powerful in feeling confident in your financial future.

2225 Mormon Trek Boulevard Suite 200 Iowa City, IA 52246
319.339.4884
221 3rd Avenue SE Suite 215 Cedar Rapids, IA 52401
319.364.3041

Sarah has been involved in the financial services industry since 2014. She worked for World Trend Financial from 2018 until it joined with Savant in 2022. Prior to joining World Trend, she was director of operations for Financial Concepts, LLC in Kalona, IA.

Sarah earned a bachelor of arts degree in finance with an emphasis in financial management from the University of Northern Iowa. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Sarah lives in Kalona with her husband Steve, a design engineer at Kinze Manufacturing. They enjoy spending time with their two children and helping on their family farms. In her free time, Sarah enjoys watching Hawkeye football, baking, being active in the community, and traveling.


Education &
Designations

  • University of Northern Iowa 
    Bachelor of Arts in Finance with an emphasis in Financial Management
  • CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.