About Sarah
Sarah Pappas is a Wealth Manager, Speaker, and Coach who helps purpose-driven individuals build aligned abundance—financially, personally, and spiritually.
As a Series 65-licensed Investment Advisor and fiduciary with over a decade of experience in the financial services, Sarah is recognized as one of the top life insurance producers and Agency Owners in the country. She blends strategy and soul, offering financial guidance that’s not only high-performing, but deeply aligned with her clients’ values and vision.
Through speaking and coaching, Sarah inspires audiences and empowers clients to create wealth that feels as good as it performs—clear, values-driven, and legacy-minded.
A Master Certified NLP and Enneagram Coach, she brings bold intuition, sharp clarity, and a powerful mix of high challenge and high support to every client she works with.
What I Believe
Wealth without alignment leads to burnout.
Strategy without soul leads to stress.
And everyone deserves to feel seen, heard, and honored in their financial journey.
This work isn’t about transactions. It’s about transformation.
How I Help You Build Wealth with Soul
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Clear, Customized Strategies
No cookie-cutter plans. Just clarity on where your money is going—and why.
Empowered Financial Decision-Making
Say goodbye to second-guessing and hello to confident, informed choices.
Holistic Wealth Planning
We bring your financial, tax, and legacy goals into full alignment with your life’s vision.
True Partnership
This is not a one-size-fits-all approach. I work with you like a trusted partner—someone who listens, challenges, and celebrates you every step of the way.
If you’re ready to stop feeling disconnected from your finances—and start building wealth that feels as good as it looks—let’s connect.
You can schedule a consultation, or send me a message.
Your financial life should feel aligned, abundant, and absolutely yours.