Sarah B. Hall, CFP®

Sarah B. Hall, CFP®

Director of Financial Planning & Chief Operating Officer

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. Sarah specializes in plan development & design for our clients. She helps clients gather the data necessary to define & analyze their long-term financial goals. Sarah leverages this information to construct a financial plan and to outline various scenarios that stress-test their probability of achieving financial success.

As Chief Operating Officer Sarah works with the partners on the development and implementation of the organization’s vision and yearly goals. She implements systems and processes to improve the firm’s productivity and efficiency and oversees employee training programs & client support services. She also manages compliance & information technology.

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 with LPL Financial and she is a CERTIFIED FINANCIAL PLANNING™ (CFP®) practitioner.

Sarah resides in Southington, CT with her husband Craig and two daughters, Samantha and Sophia. She is an avid hiker, mountain biker, and skier.