Sara Gardner, CFP: Colorado 500 - Wealth Managers

Vice President, Advisor, Partner, EP Wealth Advisors

ColoradoBiz Staff //April 21, 2026//

Vice President, Advisor, Partner, EP Wealth Advisors

ColoradoBiz Staff //April 21, 2026//

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Sara Gardner is a Vice President, Advisor, and Partner at EP Wealth Advisors with 28 years of industry experience. A Certified Financial Planner™ professional, she specializes in helping individuals and families build strategic plans toward financial and retirement goals, with expertise in stock option planning, tax strategies, and complex life transitions. Gardner attributes her greatest professional satisfaction to sustaining strong client retention and multigenerational relationships built on consistent service and evolving planning strategies. She is active in the Financial Planning Association, NAPFA, Rotary Club of Conifer, Conifer Chamber of Commerce, and Mountain Women in Business. “Leadership, to me, begins with serving others, followed by decisive action to support and deliver results.”

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