CONNECT

Address:

116 Morlake Drive, Suite 101A (P.O. Box 5366 - mailing address)
Mooresville, NC 28117

Phone:

704 / 658-1040

Fax/Other:

704 / 973-9717

Our Experience - Featuring Sara



Sara I. Seasholtz, CFP®


**  2011 One of 50 Most Influential Women in Charlotte - The Mecklenburg Times

**  2011 Preferred Financial Strategies, Inc. - One of the Top 300 Small Businesses in the South -Business Leader 

**  2009 Top 25 Women in Business Achievement Award,Charlotte Business Journal

           

generations of trust...decades of knowledge...since 1979


Join Sara's online community    

 


Founder and President of Preferred Financial Strategies, Inc., Sara is a graduate of Virginia Intermont College and the University of Virginia. In 1986 she received the professional designation of Certified Financial Planner (CFP) from the College for Financial Planning in Denver. Her practice has always focused on comprehensive analysis through use of the financial planning process. She stays current by attending over 80 hours of continuing education annually.  Sara serves as a mentor to many advisors and created a private interactive collaborative web site for other women advisors.

Entering the financial services industry in 1979, she rapidly advanced to become the youngest Division Manager with a prior firm, and only the second female to hold that position. Professional recognition includes being a 
finalist three times for the National Association of Women Business Owners - Charlotte, Woman Business Owner of the Year, President's Elite team at FSC Securities Corporation, One of 50 Most Influential Women in Charlotte, a Top 25 Women in Business, amd one of the Top 300 Small Businesses in the South.  

An advocate for clients, a mentor for peers and a pathfinder in the profession Sara values her long term personal and professional relationships.

Some of her community involvement includes Carolina's Chapter of the Financial Planning Association, National Association of Women Business Owners,  Greater Charlotte eWomen Network.  PFS, Inc. is a longstanding member of the Mooresville - South Iredell Chamber and the Lake Norman Chamber of Commerce.  A business advocate, Sara created TCOB*- LKN, a professional networking and mastermind group for diciplines related to the financial health of the public. 


 
25 Women in Business Achievement award winners by Charlotte Business Journal honor women business leaders with a strong record of innovation or outstanding business performance in the past 12 months.

**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck