Sarah Wallace joined the Financial Strategies team in 2013, beginning her career in administrative operations. Over the years, she gained hands-on experience across the business, equipping her with a strong foundation to understand client needs and financial strategies. Today, Sarah combines that knowledge with her role as a Wealth Advisor, where she is dedicated to guiding clients with thoughtful, personalized advice.

Earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation was a significant milestone in Sarah’s professional journey. The rigorous education, comprehensive exam, and experience requirements reflect her deep commitment to the highest standard of financial planning. This achievement allows her to deliver holistic guidance, helping clients navigate investments, retirement, estate, tax, and risk management with clarity and confidence.

Known for her drive and passion for learning, Sarah is devoted to problem-solving and educating clients for stronger financial outcomes. Her genuine approach, paired with a strong work ethic, makes her both a trusted partner to clients and an integral member of the team.

Outside the office, Sarah finds balance by exploring the natural beauty of the Pacific Northwest, experimenting with new recipes, enjoying time with her family, and relaxing with a good book.