"Working in personal finance is rewarding because you get to make a real impact by helping people achieve goals like getting out of debt, buying a home, or retiring comfortably. This field blends analytical problem-solving and relationship-building, offering both intellectual challenge and emotional fulfillment."
Sara is a Senior Wealth Advisor Associate at Mission Wealth and works closely with her team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting.
Sara is committed to supporting her team in delivering personalized solutions to meet each client’s unique financial needs. With a focus on building relationships based on trust and reliability, she is driven to help clients achieve and exceed their financial goals, even those they once thought were out of reach. By collaborating with her team, Sara takes pride in being a valuable resource and making a meaningful impact on our clients’ financial well-being.Â
Learn About Sara Wilkerson
Professional Background
Sara graduated from Kansas State University with a degree in Personal Financial Planning, where she built a strong foundation in both the technical and relational aspects of the field. While in school, she worked as an administrative assistant at First Command Financial Planning, then interned at a small advisory firm assisting a lead advisor in serving family clients across Kansas—supporting tasks like creating financial plans, preparing client reports, and managing account paperwork.
Personal Pursuits
In the summer, you’ll find Sara hiking or climbing. She loves being outdoors and heading up into the mountains. In the winter, she trades her hiking boots for a snowboard. Originally from Kansas, Sara moved to Denver in 2022 and also has a passion for photography.
Community Impact
Throughout her life, Sara has dedicated her time to meaningful volunteer work. She has provided companionship to patients in hospice care and has also volunteered abroad in Laos, where she contributed to permaculture initiatives and taught English.
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.
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.