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Sarah G

Series 65

Lyme, NH

FULLA Financial Planning

Sarah Glass is the principal and sole advisor at FULLA Financial Planning, an independent registered investment adviser. She holds the Series 65 designation and has one year of industry experience. Prior to founding her firm, she spent three years at Southern New Hampshire University and ten years with Sisters in Crime. Glass also volunteers on the investment committee of a charitable organization, contributing to policy review and manager oversight without compensation. FULLA Financial Planning provides fee-only financial planning and investment management primarily to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and passive investment management using mutual funds and ETFs, and it offers educational seminars on personal finance in addition to client-focused services.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies General tax planning
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