Sarah B. Hall, CFP®

Sarah Hall joined LPL Financial in 2003 and became part of the RGB Financial team in 2007. Since then, her role has expanded to include oversight of the firm’s financial planning department and day-to-day operations. In 2010, she completed her CERTIFIED FINANCIAL PLANNER® designation. She helps clients gather the data necessary to define & analyze their long-term financial goals. 

As Chief Operating Officer Sarah works with the partners on the development and implementation of the organization’s vision and yearly goals. She designs & implements systems and processes to improve the firm’s productivity and efficiency and oversees employee training programs and client support services. In addition, Sarah leads strategic initiatives to enhance client experience, oversees vendor and partner relationships, manages risk and business continuity planning, and ensures alignment across departments to support sustainable growth and operational excellence.

Sarah graduated from the University of Connecticut in Storrs with a Bachelor of Arts degree in Economics. She currently maintains her Series 7 & 63 registrations held with LPL Financial and she is a CERTIFIED FINANCIAL PLANNING® (CFP®) practitioner.

Sarah resides in Southington and is currently the President of the Valley View Condo Board. She enjoys spending time outdoors with her husband Craig and two daughters, Samantha and Sophia. She is an avid hiker, mountain biker, and skier.