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Meet Sarah Smith, ChFC®
Sarah is a Daytona Beach, Florida native with a passion for serving her community and helping families explore strategies to reach their financial goals. With over nine years in the financial industry, Sarah provides trusted guidance to growing families, successful professionals, and retirees seeking clarity and confidence in their financial future.
She holds a Bachelor’s Degree in Marketing and Business from the University of Central Florida, FINRA Series 6, 63, 7 and 65 licenses, and a 2-15 insurance license. Sarah is committed to maintaining her ongoing education and training to stay current with the latest financial strategies and regulatory changes.
Sarah’s dedication to financial planning is shaped by her own life experiences. During her adolescence, both of her parents passed away, and she experienced firsthand how difficult financial challenges can be without preparation. After losing her father, her family’s business and home were impacted by the 2008 financial crisis, all while she cared for her mother during her battle with brain cancer.
These experiences guide her approach today. Sarah understands how important it is to help families prepare for the unexpected, minimize risks, and protect the wealth they work hard to build. With empathy and personal insight, she walks alongside clients as they navigate decisions that shape their financial future.
Why Work With a ChFC®
Comprehensive Perspective
A ChFC® is trained to look at your full financial picture, not just one area. This approach considers how retirement, investments, protection strategies, and legacy planning work together to support your overall goals.
Advanced Education
The ChFC® designation requires extensive coursework in financial planning topics and a commitment to ongoing education. This training helps ensure guidance is thoughtful, current, and grounded in established planning principles.
Client-Centered Guidance
Working with a ChFC® means partnering with someone who focuses on education and clarity. The goal is to explain options clearly, answer questions thoughtfully, and help you make informed decisions as your life evolves.
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Alisha JnBaptiste
Office Manager
Alisha joined the team in 2023 as Office Manager. She is a graduate of Valencia College, and brings more than a decade of experience in both office management and the financial industry, along with a background in the legal field. Alisha is dedicated to creating an organized and supportive environment for both clients and team members.
Her role ensures that the practice runs smoothly so that every client receives timely service and clear communication. Known for her dedication and warmth, Alisha values family and finds joy in helping others. She has become an essential part of the team’s ability to serve clients with care and professionalism.
Eagle Strategies, LLC
Sarah is a fee-based Financial Advisor providing Investment Advisory Services through Eagle Strategies, a New York Life subsidiary registered with the SEC. She offers personalized guidance built on transparency & accountability.
NYLIFE Securities LLC
Sarah is a Registered Representative with NYLIFE Securities LLC, providing full-service investment solutions for a range of investors. The platform offers more than 2,500 mutual funds and self-directed, tax-deferred IRA options to support long-term goals.
New York Life
Sarah is a financial professional with New York Life, a Fortune 100 mutual company with more than 180 years of history. Clients benefit from access to life insurance, long-term care options, and investment annuity products supported by strong financial strength.
Advanced Planning Group
As an Eagle Strategies advisor, Sarah can access New York Life’s Advanced Planning Group, a team with experience in law, accounting, insurance, and business planning. This resource helps coordinate business and estate planning considerations help.
Our Commitment to You
We are here to be a resource for individuals, families, and businesses who want to make informed financial decisions. Whether you are preparing for retirement, reviewing protection options, or considering legacy and estate strategies, our team is ready to help guide you with professionalism and care.