Sarah’s Path to Financial Advising

Sarah’s Path to Financial Advising

When Sarah Broglie, CFP® sat through her first accounting classes in college, she started to question her career path. She had the love of math necessary to succeed as an accountant, but something was missing. Sarah wanted more interaction with people than she realized she’d get as a CPA.

Find out about her mid-college career path switch and how she found her way into the office of an all-woman team. And hear Sarah’s take on why women make excellent financial advisors.

Michelle Danielson
michelle@womensleadalliance.org

Michelle brings nearly 20 years of experience in the financial services industry to the role of executive director of the WLA. She began her career at Northwestern Mutual Insurance, then joined Raymond James as a branch operations manager where she spent seven years overseeing the branch’s operations and compliance activity.