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Sara Stevens, CFP®

Sara Stevens

Sara Stevens joined Kaiser Financial Group, Inc. in 1995 after having graduated from the University of Memphis (Honors Program) with a degree in Finance. She is now the President of Kaiser Financial Group, Inc. and has the following FINRA securities registrations: Series 7, 63, 66 and 24. She also has obtained the CFP® designation.

The firm’s mission is to assist our clients in achieving their goals, following up on the details and making sure we deliver everything we promise to deliver to our clients.  We primarily focus on providing our clients with life insurance, disability income, long-term care products, annuity products, mutual funds, IRAs, SEPs and 401(k) plans through a variety of carriers.

Sara is married with two children. She enjoys reading, outdoor activities, traveling and spending time with her friends and family.