Get to know us

Sara Wright, CFP®, ChFC®, RICP®

Describe your perfect day?

A winter morning walk with my dogs and husband to a local coffee shop where we read outside in the cool air. We then spend the day paddle boarding on the river, followed by dinner and games with friends, and end the night with a good glass of wine.

What do you most like about your job?

I’m passionate about helping clients feel empowered and in control of their financial decisions. I love guiding people toward goals that matter most to them, while also ensuring they can live a fulfilling life today.

Surprise us, something we don't know about you?

I enjoy cake decorating and food art, so I’ve channeled that passion by baking and decorating birthday cakes for children in foster care and kids overcoming adversity.

How long have you worked in Financial Services?

10+ years

About

Sara Wright has over a decade of experience helping clients achieve their financial goals. She is passionate about meeting clients where they are, simplifying complex planning topics, and empowering them to make confident decisions about their financial futures. Sara began her career at LearnVest, later working with Northwestern Mutual and LUX Wealth Planning, where she supported many first-generation wealth builders and emerging-affluent clients as they navigated new financial opportunities and decisions. Outside of work, Sara lives in Arizona with her husband and two dogs. She enjoys baking for friends and family, paddle boarding in the Arizona sunshine, and traveling internationally to experience new cultures.

Education

Bachelors of Science in Accounting from the University of Arizona CFP® Certification

Expertise

Budgeting, Retirement Savings Strategies, Life Insurance, Education Planning, Debt Management, College Funding, Tax Advantaged Accounts, Home Ownership, and Combining Finances

Experience

Prior to joining Domain Money, Sara spent the last decade supporting clients through a range of financial planning roles. She most recently served as the Director of Financial Planning at LUX Wealth Planning, where she helped first-generation wealth builders manage their assets through comprehensive, relationship-driven planning. Before that, she worked as a Financial Planning Consultant at Northwestern Mutual, where she coached advisors on delivering comprehensive financial plans to their clients. Sara began her career at LearnVest, where she managed a book of more than 300 clients.