Personal Financial Literacy

 

Sarah Catherine (SC) Gutierrez, founder Aptus Financial

Sarah Catherine (SC) Gutierrez is the founder of Aptus Financial. She holds an MPP from Harvard University and the CFP designation. She founded Aptus to give clients access to true fiduciaries by charging hourly fees for financial planning and to lead clients through a planning process to manage their own money. Aptus advises on retirement plans, also with hourly fees, offering unique financial wellness as part of a bundled advisory offering. Aptus partners have guided hundreds of financial plans for clients around the country, and SC speaks and blogs publicly on topics like how to create a cash flow management system that works, how to save money, and how to DIY your investments.

Sarah Catherine is a permanent trustee for the Donaghey Foundation and a Rotary Club 99 Foundation trustee. Her passion is to solve the retirement crisis for women and to inspire young girls to save money at an early age. She and her husband own Club 27 downtown in the River Market and have three children, Marco (5), Max (3) and Lucia (2). In their spare time, Jorge and Sarah Catherine love to teach and dance salsa together.