Portrait of Sara Clark

Sara Clark

Partner and Chief Client Officer

Based in Los Angeles, Sara translates client and advisor needs into strategic initiatives, firmwide improvements, enhanced resources, and special projects to help advisory teams deliver a more thoughtful and bespoke client experience.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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How Sara Sets Mission Wealth Apart

  • Translates client needs into tailored, impactful client experience
  • Refines advisor resources to deliver customized solutions
  • Creates capacity for advisors to spend more time with clients
  • Connects teams around a consistent client experience

What Sara is Proud to Help Build

  • A best-in-class client experience
  • More effective advisor workflows and processes
  • Robust and comprehensive resources for complex client needs
  • More meaningful client engagement

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.

—Sara Clark, Partner and Chief Client Officer

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 & Speaking Engagements

Sara Clark volunteers with Mission Wealth colleagues at Casa de los Angelitos.
Professional outdoor portrait of Mission Wealth team member Sara Clark.
Sara Clark participates in a group discussion at a Mission Wealth event.
Sara Clark presents from a podium during a Mission Wealth team event.

Videos by Sara Clark

Family Legacy & Philanthropic Considerations From Our Strategy Team | Mission Wealth

Media & Speaking Engagements

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Sara Clark

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