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Sarah Chen, CFP
About Sarah
Sarah Chen is a Certified Financial Planner (CFP) who serves as Numeraty’s independent financial reviewer. She reviews calculator formulas, validates assumptions against current industry standards, and ensures that guidance content is accurate and actionable.
Credentials
- CFP (Certified Financial Planner) - CFP Board certified
- B.S. in Finance - University of Virginia
- 8+ years in financial planning and wealth management
- Previously held Series 7 and Series 66 licenses
Review Process
Sarah’s review covers three areas for each calculator and guide:
- Formula accuracy - validating mathematical models against authoritative sources (Federal Reserve rate data, IRS publications, actuarial tables)
- Assumption reasonableness - ensuring default values reflect current market conditions and that edge cases are handled properly
- Content clarity - confirming that explanatory text accurately represents how calculations work and what limitations users should understand
Areas of Expertise
- Retirement planning and withdrawal strategies
- Mortgage and lending analysis
- Tax-efficient investment planning
- Debt management and payoff optimization
- Insurance needs assessment
Editorial Independence
Sarah reviews content independently from the development team. Her role is to flag formula errors, unreasonable defaults, misleading language, or missing disclaimers before content goes live.