Sarah Man is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst® professional and Managing Director-Investments at the Voyage Group of Wells Fargo Advisors. She works with high achieving women and families, who want to build, preserve and transfer their wealth. Sarah’s approach focuses on identifying what clients want to accomplish with their affluence, helping to develop a customized roadmap for their financial success, managing their investments, and helping to ensure they leave the legacy they desire. She aims to help clients retire early and live the life they envisioned.

 Sarah earned her Bachelor of Arts degree in Economics, from the University of California, Berkeley, and was awarded a Juris Doctor Degree from Hastings College of Law in San Francisco. Although she is not currently practicing, her extensive legal background includes patent law, intellectual property rights, family law, real estate, banking, and insurance.

 She has been a guest on Tony Reno’s Coffee Break Chat on WICC600 and has written for the Hartford Business Journal. Most recently Sarah was honored as a recipient of the 2019 NY Women of Excellence Award from the NY Women’s Chamber of Commerce. She was inducted to the Board of Directors for NY Women's Chamber of Commerce.

Sarah is married with four children and enjoys golf, tennis and entertaining at home. Sarah is fluent in both Cantonese and Mandarin.

 CA Insurance License Number: 0G13425. Resident State : CT

Sandra started her career in the financial industry in the summer of 2011 while attending university. After graduating, she joined Morgan Stanley and subsequently The Voyage Group of Wells Fargo Advisors full time to develop her passion for the Wealth Management career. Sandra has dedicated herself to helping individuals, families and small businesses with everything from retirement planning, college planning to wealth preservation and charitable giving.

She provides a high level of personal service to our clients and assist the team in producing Investment Plans to help clients create a wholesome picture of their financial standing. She also serves as the point of contact for the group. She leads the social media initiative to create new and innovative ways for us to connect with our clients.

Sandra earned her degree in Finance and International Business from Fairfield University. When she’s not helping clients, Sandra has a passion for travel, fitness and enjoys many outdoor activities including running, skiing, and hiking. She often combines her love of philanthropy and voluntarism.

 James is a Financial Advisors and has spent 30 years on Wall Street.  A good portion of his career was spent working with Major Hedge funds and Institutions on their equity allocations.  For the last 6 years James has been focusing on helping Small business and Nonprofit Institutions with all their financial needs, including retirement planning, tax and estate planning strategies, insurance, employee benefits and corporate finance. James is a graduate of Syracuse University with a dual major on Economics and Psychology.  He resides in New Rochelle with his wife and two children.

Maria joined the Voyage Group in 2022 and has had experience in the industry with Wells Fargo & Company since 2020. As a Client Associate, her focus is on assisting clients during their investment planning and asset management experience. She is our first point of contact, handles many different service requests and keeps everything running smoothly. 

Maria earned her Bachelor of Science Degree in Business Administration from Southern Connecticut State University.  When she isn’t working you can find her spending time outside camping or hiking.  Maria resides in Stratford with her fiancé Christian and their Corgi, Chester.