Sarah Chen, CFP^®

Senior Financial Advisor | Hartford, CT Office

About Sarah

Sarah Chen is a Senior Financial Advisor at Meridian Wealth Partners, where she has served clients since 2013. She specializes in comprehensive financial planning for pre-retirees, retirees, and multi-generational families, with particular expertise in retirement income distribution, Social Security optimization, and tax-efficient wealth transfer strategies.

With over 15 years of experience in personal financial planning, Sarah is known for her ability to translate complex financial concepts into clear, actionable guidance. Clients value her thoroughness, responsiveness, and commitment to understanding the full context of their financial lives before making recommendations.

Prior to joining Meridian, Sarah worked as a financial planner at a regional bank trust department and a fee-only planning firm in New Haven, Connecticut. She began her career as a financial analyst, which provided a strong foundation in investment analysis and portfolio construction.

Education & Credentials

CFP^® — CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
The CFP® mark is awarded to individuals who complete rigorous education, examination, and experience requirements and agree to adhere to CFP Board's ethical standards. CFP® professionals must complete 30 hours of continuing education every two years to maintain the designation.
B.S., Financial Management
University of Connecticut (UConn), School of Business
Storrs, Connecticut

Experience & Specializations

Comprehensive financial planning for individuals and families
Retirement income planning and withdrawal strategy optimization
Social Security claiming strategies and Medicare planning
Tax-efficient investment management and Roth conversion analysis
Estate planning coordination and beneficiary review
Financial planning for women navigating major life transitions
Multi-generational wealth transfer and legacy planning

Community & Professional Involvement

Member, Financial Planning Association (FPA) — Connecticut Chapter
Member, National Association of Personal Financial Advisors (NAPFA)
Volunteer financial educator, Hartford Public Library Financial Literacy Program
Board member, Junior Achievement of Southwest New England

Work With Sarah

If you would like to speak with Sarah or another member of our advisory team, please contact our Hartford office or use our online form to request an initial consultation. Initial consultations are complimentary and carry no obligation.

Schedule a Consultation

Meridian Wealth Partners, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The CFP® certification is issued by the Certified Financial Planner Board of Standards, Inc. to individuals who meet its education, examination, experience, and ethics requirements. This biographical page is provided for informational purposes only. Past performance of any advisor or strategy is not indicative of future results. Investing involves risk, including the possible loss of principal. For complete information about Sarah Chen's background and qualifications, please refer to her individual brochure supplement (Form ADV Part 2B), available upon request. Please also review our Client Relationship Summary (CRS) and Form ADV Part 2A.