Sarah C. Rioux, CFP®
Financial Advisor
Sarah Rioux became a full-time member of the Connecticut Wealth Management (CTWM) team in 2022. As a Financial Advisor, she develops personalized financial plans and implements strategic portfolio strategies. Guided by a strong belief in aligning financial decisions with personal values, Sarah helps individuals and families pursue meaningful financial and life goals.
Sarah serves on CTWM’s Charitable Committee, managing partnerships with sponsored organizations and leading volunteer initiatives within the firm and the broader community. A passionate advocate for financial literacy, she also partners with local businesses and organizations to deliver educational seminars that equip people with the knowledge to make confident financial choices.
Education
Sarah graduated from the University of Connecticut with a degree in Finance, specializing in Valuation and Portfolio Management, and a minor in Real Estate. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Affiliations & Community Involvement
During her time at UConn, Sarah was a member of Gamma Phi Beta and the UConn Dance Team. Outside of work, she enjoys cooking, traveling, and spending time outdoors with friends and family. She also teaches dance at Legacy Studios in Newton, MA, where she continues to share her love of movement and mentorship. Sarah currently resides in Brookline, MA.
Financial Advisor
Contact Sarah C. Rioux, CFP®
