Sara Clark

Partner and Chief Client Officer

Los Angeles

"I am passionate about helping clients in transition to be stewards of their family capital and to pursue wealth creation in their own right. I view wealth beyond the scope of assets that can be invested; I see wealth as the ability to effect change and to provide for the pursuit of passions."

Sara Clark serves as a Partner and the Chief Client Officer at Mission Wealth and is responsible for leading firm initiatives and special projects to create a world-class client experience. Sara partners with the Wealth Advisors and internal stakeholders to refine the firm’s internal and external advisor resources to deliver bespoke solutions to clients.

In 2025, Sara joined the Mission Wealth Partner group.

"I am passionate about helping clients in transition to be stewards of their family capital and to pursue wealth creation in their own right. I view wealth beyond the scope of assets that can be invested; I see wealth as the ability to effect change and to provide for the pursuit of passions."

In 2025, Sara joined the Mission Wealth Partner group.

Learn About Sara Clark

Professional Background

Sara Clark served as the Director of Relationship Management at AdvicePeriod, an RIA acquired by Mariner Wealth Advisors in June 2021. She partnered with advisors to provide support for client relationship management, business development, practice management, firm resources, and continuing education. Sara previously served as a Senior Vice President in the office of the CEO at Kayne Anderson Capital Advisors, L.P. where she was responsible for supporting the CEO and liaising with the Executive Committee to spearhead strategic initiatives and cross-functional projects. Prior to joining Kayne Anderson in 2019, Sara spent nearly a decade advising ultra-high net worth family offices, entrepreneurs, and corporate executives with investment management and capital markets needs at Morgan Stanley, Barclays, and Citi Private Bank.

Sara earned a Bachelors of Science in Economics from the Wharton School at the University of Pennsylvania and graduated from Deerfield Academy in Deerfield, Massachusetts.

Personal Pursuits

During her spare time, Sara enjoys living in Manhattan Beach, a coastal city in Los Angeles County, California. Sara is an avid sports fan and loves cheering for her beloved New York Jets.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Media and Speaking Engagements

Wealthmanagement.com - Q&A: Mission Wealth’s Sara Clark on Rethinking Advisor Workflows, March 2026

In the News

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The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.