Sarah Rebecca Stoddard

Employer firm

The Planning Center, Inc. CRD 118994

$1.37B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → Present
  The Planning Center, Inc.
  Moline, IL
• 09/2017 → 08/2022
  Brigham Young University
  Provo, UT
• 05/2022 → 03/2023
  Ispot Tv
  Orem, UT
• 02/2023 → 02/2024
  Department Of Defense, Navsea
  Washington, DC
• 01/2024 → Present
  Spring Health
  Chicago, IL
• 08/2016 → 09/2017
  Palomar College
  San Marcos, CA
• 09/2019 → 12/2020
  Brigham Young University
  Provo, UT
• 04/2021 → 09/2022
  Potter Handy Llp
  Provo, UT
• 08/2021 → 05/2022
  Jcpenney
  Salt Lake City, UT

Other Businesses

Sarah Rebecca Coaching; not investment-related; Chicago, IL; Life/Executive/Career Coaching; Owner/Coach; started 11/2021; approximately 48 hours per month; 10 hours during securities trading hours; coaching and administrative work.

Designations

• Certified Financial Planner

Other Names

• Sarah Ballard