Sara Kohr, CFP®, is a Financial Advisor and Financial Planner with Transform Wealth. Sara focuses on managing client relationships and providing investment advisory and comprehensive financial planning services. Sara greatly enjoys the holistic nature of the financial planning process and helping clients get organized to achieve their financial goals.
Prior to joining Transform Wealth, Sara spent 7 years with Woody Creek Management Group, a multi-family office firm in Denver serving ultra-high-net-worth families. Sara provided a wide range of wealth management services, including cash flow and portfolio analysis, estate and trust administration, integration of philanthropic strategies, insurance oversight, and consideration of tax implications to ensure multigenerational transfers of wealth.
Sara grew up in the northeast and moved to Colorado in 2013 after spending several years in Lake Tahoe, California. As a graduate of Penn State University, she spends most of her fall Saturdays watching college football. In her free time, Sara enjoys spending time with her dog Cleo, cooking Italian food, and enjoying all of the outdoor activities that Colorado has to offer, including skiing, hiking, and camping.