Sarah Black – CFP®
Financial Consultant
Sarah Black joined Axiom Financial Strategies Group as a Financial Consultant in October 2019. She previously worked with some of her team members while she was at Wells Fargo Advisors.
Sarah’s goal is to provide sound financial advice and value-added service to clients, based on mutual trust and respect. She takes a long-term investment approach, helping clients develop and implement strategies they are comfortable with for building wealth, and realizing their dreams and goals.
She received a Bachelor of Science degree in financial planning and counseling from Purdue University. Sarah is also Series 7, 63 and 65 registered, and holds a license for Life & Health Insurance.
In March 2014, Sarah obtained the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, after completing the education, ethics and experience requirements as set forth by the CERTIFIED FINANCIAL PLANNERTM Board of Standards.
The Other Side of Sarah Black
Main Responsibilities
“My main responsibility is doing meeting preparation for the advisors, which includes reviewing and updating clients’ financial plans. I also help with accounts payable and billing on advisory accounts, and I’m starting to research funds that we use in our models.”
Why You Joined the Axiom Team
“I was really excited to take on this opportunity because I wanted to be an important factor in the client experience without necessarily being in front of the client. I love developing that role here, as kind of the behind-the-scenes analytics person.”
Biggest Work Success So Far
“I would say my Certified Financial Planner designation has been my biggest career success to date.”
Business Leader You View as a Role Model
“That would be my dad. His story is why I became interested in Vaughan’s focus on family businesses. My grandfather started a small mom and pop Body Shop. When my dad took it over, he turned it into a very successful business. And when he sold it, he made sure he took care of his employees with things like health insurance and a 401k. That’s why I feel that tie when Vaughan talks about his goals with family businesses. I can see in my personal life how that played out. Sometimes I think, ‘What if my grandpa, my dad and my brother would have sat down and had some of those conversations that he has with clients? How would that have looked?’”
Most Rewarding Part of Work
“It’s when I can point something out to one of the advisors that they may not have seen, something that could mean added value to the client. It’s rewarding to make those sorts of contributions.”
Three Words to Describe You Personally
“Kind. Considerate. Good Listener.”
Fun Fact
“It was random that I ended up working in this field. I went to Purdue to become a pharmacist but hated it after the first semester. So I took a class that evaluated your strengths and interests, and it pointed me to financial planning.”