Broker Check

I'M SARA

FINANCIAL ADVISOR

Client Centered

As an independent financial advisor, I'm dedicated to helping my clients achieve financial success and security. With my years of experience and expertise in the industry, I take a personalized approach to financial planning, understanding each client's unique goals, values, and aspirations. I work with my clients to develop customized financial strategies that align with their vision for the future.

More about me:

After graduating from Texas A&M with a degree in Finance, I joined Equitable in May of 2009 as part of the Retirement Benefits Group (RBG) where I specialized in Tax Sheltered Retirement Plans for educators and non-profit organizations. In 2013, I transitioned into Wealth Management where I now specialize in comprehensive financial planning services and private wealth management. In 2022, I became credentialed as a Holistic Financial Coach through Columbia University and launched Sara Wealth Managment in 2024.

I currently work with successful professionals, families, entrepreneurs and small businesses. My passion lies in taking a client's entire financial picture, fitting all of the pieces together in the right place, and watching my clients thrive. I believe that understanding a client's motivations, fears and personal goals are the key to a successful client advisor partnership. 

What drives me and defines my business principals is changing lives through proper financial coaching. If I can help someone become the best stewards of their money for themselves, then they have the capacity to be good stewards of their finances in their family and community. This ripple effect can have a bigger impact than just me and you. 

When I am not working, I am trying to keep up with my four kids and sneaking in travel with my husband whenever we can get it. Our family attends and serves at Neartown Church. We love this city and especially love our neighborhood, Oak Forest. I have led a study group for the other women advisors in my organization, been on the board of our school's PTA and support charities that focus on homelessness. I love to read, workout, travel, experience good food and spend time at home with my family. Our favorite times are spent in our backyard playing or eating ice cream on the couch watching a movie. We also go to A LOT of Aggie football games.

I look forward to getting to know more about you!

To schedule time on my calendar, please follow this link: https://calendly.com/sara-parrish

 


I am currently licensed in Texas, Arizona, Florida, Louisiana, Ohio, Georgia and New York.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Menda Beck

Client Coordinator

713-402-6447

713-402-6447

menda@sarawealthmgmt.com

I am a Houston native and mom of 3. As the assistant to Sara, I am dedicated to providing efficient and reliable support to help streamline tasks and increase productivity. With excellent organizational skills and attention to detail,...
Read more