Joined Curi Capital
October 2025
Education
- Bachelor of Arts in Finance, University of Colorado Boulder
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Lido Advisors, Wealth Management Intern
- Finoo, Financial Analyst
Bio
Sara joined Curi Capital in 2025 as a Wealth Management Associate in the firm’s Denver office. She works closely with wealth advisors to strengthen financial planning and client service initiatives, providing support in account administration, financial analysis, and relationship management.
A graduate of the University of Colorado Boulder, Sara earned her degree in Finance with a focus in Personal Financial Planning and went on to pass the CFP® exam shortly thereafter. Outside of work, she enjoys spending time outdoors—hiking, running, snowboarding, or camping—and relaxing with her cat, Tundra.