Sarah Koth, CFP®, CLU®, AIF®
Wealth Management Advisor
Sarah has a rich work history in the banking and finance industry, spanning over 25 years. Before joining our team at Powell Financial Partners, Sarah served as a senior consultant with Voya and later transitioned to Cetera Financial Group. Specializing in financial planning case design, she finds great fulfillment in helping her clients to position themselves for financial success. In addition to her valuable experience in financial planning services, Sarah also serves as our own in-house specialist for questions regarding taxes, IRAs, estate planning, risk management, Social Security, and Medicare.
Sarah’s formal education includes a Bachelor of Science in banking and finance, as well as a number of professional designations which she has earned over the years. Sarah is a Certified Financial Planner®, Chartered Life Underwriter®, and Accredited Investment Fiduciary®. She also holds Series 7, 24, and 66 registrations.
Away from the office, Sarah loves to spend her personal time with family. You’ll likely find her cheering on her kids as they participate in sports and aviation activities, or you might find Sarah serving her local church on the weekends and at special events.