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Sarah Cato, CFP®, CExP®, ChFC®, CLU®, RICP®


Financial Advisor | Director, Business Strategies

2 Wisconsin Circle, Suite 700

Chevy Chase, MD 20815

P: (240) 534-1356

E: sarah.cato@glic.com

Contact Sarah

With more than than 20 years of leadership experience in the mid-size business market, Sarah serves as Director of the Business Strategies Group at Financial Growth Partners. As a professional holding the Certified Financial Planner®, Certified Exit Planner®, Chartered Financial Consultant™, Chartered Life Underwriter™, and Certified Retirement Income Professional™ designations, she specializes in business succession and retirement income planning.  Sarah helps business owners develop and implement strategies that can enhance, protect, and capture business equity, while at the same time coordinating personal and business planning to better build and protect their overall wealth. Using an integrative planning process, she coordinates pre-retirement and retirement income planning, with comprehensive business succession strategies and implementation. Relying on her years of experience as an entrepreneur, business owner, and CEO, she brings her “inside the trenches” knowledge to her work assisting the business community.  

Sarah approaches her work with the understanding that valuable client relationships are built on trust and time, and that each client’s plan should support family values as well as their lifestyle and retirement goals. She helps her clients create a clear, results-oriented plan based on each client’s unique goals and set of resources. This takes an understanding that the best financial plan is a process built on strategies, not merely a collection of products. Working with Sarah, you will appreciate the thorough and personal care you experience, and the time she takes to understand and support you and your family.  

Sarah was born in the beautiful Shenandoah Valley of Virginia, attended the University of Virginia, and obtained her master’s degree from The George Washington University.

She is married to Phillip Cato, a retired Episcopal Priest and Navy Captain, has three grown children and lives in Potomac, Maryland.  She enjoys reading, travel and tennis, and down time!

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian® ,CA Insurance License Number - 2126282.

Is it time to schedule your annual review or spend some time examining your finances? Fill out this form to get in touch with Sarah.

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Areas of Focus

Comprehensive Financial Planning

Goal and Strategy Planning

Retirement Income Planning

Financial Tax Strategies

Estate Planning

Cash Flow Management

Asset Management

Liability Reduction

Plan Implementation and Monitoring

Equity Protection Planning

Business Succession Planning

Buy-Sell Planning

Executive Benefits

Business Life Insurance

Disability Buy-out Insurance

Key Person Insurance

Defined Contribution Plans

Defined Benefit Plans

Retirement Programs

Group Benefits

Managed Investment Accounts

Mutual Fund Portfolios

Brokerage Accounts

IRA Rollovers

Educational IRA

529 Plans

Traditional IRA

SEP IRA

Simple IRA

Roth IRA

Variable Annuity

Fixed Annuities

Long-Term-Care Insurance

DIAs

Personal Life Insurance

Personal and Business Disability Insurance

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