Our Experience - Featuring Sara

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                  

 

 

 Sara I. Seasholtz, CFP

 

 

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

 

 Celebrating 32 Years of Service in 2011

 

2009 Women in Business Achievement Award

Charlotte Business Journal

 

2010.2009, 2008 FIVE STAR Wealth Manager*:
Best in Client Satisfaction

  

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.

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 this position. Professional recognition include 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, 2008, 2009, 2010 FIVE STAR Wealth Manager*.  In May 2009 she was named one of 25 Women in Business Achievement winners by the Charlotte Business Journal. 

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,  NAWBO North Charter Member and program chair, and Charlotte/Lake Norman eWomen Network.  PFS, Inc. is a longstanding member of the Mooresville - South Iredell Chamber and the Lake Norman Chamber of Commerce.

 

 

*Presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch.
 
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.