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SarahBradleyFamily

SARAH BRADLEY, CFP

SR. CLIENT ADVISOR

FAVORITE QUOTE:

"It is not my ability, but my response to God's ability that counts."

— Corrie Ten Boom

ABOUT

Sarah studied accounting and psychology at Texas A&M University before starting her career as a certified public accountant (CPA) at PricewaterhouseCoopers. Now at Archetype, Sarah holds her certified financial planner (CFP) credential and loves helping families thrive across generations. 

Research shows that 9 out of 10 wealthy families lose their net worth by the third generation. Over 90% of transfers fail due to a breakdown in family trust and communication, inadequately prepared heirs, and a failure to establish a family mission. Sarah guides families through a principles-based approach to mitigating the technical and relational risks that threaten their wealth. Together with each family, she designs a strategic plan rooted in the values of the family and assembles the appropriate team to execute.

Credentials: CFP, CPA

Source: The Williams Group

 

Episode 1

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Episode 2

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