Sara Vogelsanger in

Sara Vogelsanger

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Transition Manager at United Planners Financial Services
📍 Scottsdale, Arizona, United States

As Transition Manager at United Planners, Sara Vogelsanger is dedicated to advisor success, focusing on streamlining processes for successful onboarding. She champions a relationship-first approach, believing in loyalty and direct support for financial professionals. Sara is a graduate of Arizona State University and is described by peers as exceptionally helpful, calm, and patient.

Outside of her professional role, Sara enjoys connecting with innovators and maintains strong relationships with former colleagues. An article from 2016 indicates she has a past interest in writing about the electronic music scene, interviewing DJs and covering festivals.

Sara was recognized as the Employee of the Year in 2019.

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Experience
11 Years
Current Role
Transition Manager
Job Level
Middle
Location
Scottsdale, Arizona, United States
Personality Overview

How Sara shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sara cares about

Advisor Relationships
Believes in prioritizing deep, loyal relationships with financial professionals, viewing them as the firm's only clients, free from outside shareholder interests.
Successful Onboarding
Her primary role is managing the daily operations of the transition team to ensure a successful onboarding experience for advisors joining the firm.
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Career

Work history

10-2023
Transition Manager
United Planners Financial Services
1-2022 - 10-2023
Transition Experience Consultant
United Planners Financial Services
11-2020 - 1-2022
Advisor Team Support Manager
United Planners Financial Services
5-2018 - 11-2020
Advisor Team Support Lead
United Planners Financial Services
5-2016 - 3-2018
Lead Journalist and Artist Relations
Relentless Beats
In the press

Media appearances

Similar Values – Sara Vogelsanger (Transition Manager, United Planners Financial Services). Featured in United Planners (official website)
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Education
2014 - 2018
Bachelor’s Degree
Arizona State University
2017 - 2017
Spanish
Instituto Benjamín Franklin de Yucatán
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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