Sarah Whitman

Sarah Whitman, CFP®, is the editor-in-chief for Money & Finance at Articleify, where she leads coverage of personal finance, investing, retirement, taxes, insurance, and credit. Sarah holds a Master of Business Administration in Finance from Glasgow University and the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Before transitioning to financial journalism, she spent eight years as a fiduciary financial advisor, where she managed portfolios for individual clients with assets ranging from $50,000 to $5 million. Her client work focused on retirement planning, tax-efficient investing, and insurance planning for families. She moved into financial writing because she saw the same misconceptions repeating across every client meeting—and recognized that better, accessible explainer content could help millions of people Google-searching for answers in the middle of the night. Sarah has since written more than 600 personal finance articles and has been quoted in [publication placeholders] on topics including retirement planning, investing for beginners, and tax strategy. Her writing approach is built on three principles: (1) Cite primary sources only—SEC, IRS, BLS, Federal Reserve, and peer-reviewed research. (2) Show the math wherever possible so readers can verify claims. (3) Distinguish clearly between general education and personalized advice. Every article she publishes includes the standard disclaimer: educational content is not a substitute for personalized financial planning. Sarah is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She maintains her CFP® continuing education requirements annually.