At ImpactAssets, Sarah supports the Client Service and Operations teams by ensuring that clients have a positive experience at every stage of their impact journey. Sarah has 10+ years of experience managing clients and building relationships. She joins ImpactAssets after building a financial planning practice and working in B2B sales and customer care across multiple industries. In addition, Sarah is a board member of the Association of Latino Professionals for America (ALPFA) OC Chapter, where she volunteers as the 2022 Sponsor Management Director. She holds a Master’s degree in Strategic Management from UNINI (Puerto Rico) as well as FINRA licenses SIE, Series 6, and Series 63.
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