Sarah Blass is a CFP® professional and a licensed Paraplanner for Holistic Wealth Advisors.
Since joining the team in 2010, Sarah has served in many roles and capacities and continues to be a vital member of the team. She maintains a diverse and flexible position in which job responsibilities include facilitating daily operations, preparing for client meetings, supporting client’s comprehensive financial planning, and investment research and analysis. By serving as a value-added resource, she helps to drive firm productivity by supporting the advisors as they work together to find the solutions to each client’s holistic planning needs. She also is responsible for all insurance cases and works diligently to find the best options tailored to a client’s specific situation.
She is dedicated to establishing, maintaining, and building excellent client relationships. She takes care of clients like they are family and makes sure their needs are a top priority. Sarah also manages the on-boarding process for clients and carefully leads them through the process of becoming a valued HWA client.
Sarah is a graduate of the University at Albany and holds a Bachelor of Science degree in Accounting. In addition to being a CFP® professional she also holds a Series 7 and Series 63 license through LPL Financial and a New York State Insurance license. Sarah lives in Clifton Park, NY with her husband Greg and their two children.