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Sara Prada
Sara Prada
Wealth Advisor | United Capital Financial Advisors, LLC
Albuquerque, New Mexico, United States
Sara Prada
Summary
Sara Prada is an accomplished Vice President and Wealth Manager at United Capital Financial Advisers, where she specializes in portfolio management, retirement planning, and strategic financial planning. With a career spanning over a decade in the financial services industry, she has navigated significant corporate acquisitions, demonstrating resilience and adaptability. Sara is known for her client-centric approach, emphasizing education and transparency in financial decision-making. She holds both a Master of Business Administration and a Bachelor of Accountancy, equipping her with a strong foundation for her role. Beyond her professional endeavors, Sara has experience as a Business Development Volunteer with the Peace Corps in Honduras, showcasing her commitment to community service and development. Her relaxed style fosters trust and collaboration with clients, ensuring they feel informed and empowered in their financial journeys. Sara's unique blend of expertise and interpersonal skills sets her apart in the wealth management landscape.
Sara Prada
Work Experience
Wealth Advisor at
United Capital Financial Advisors, LLC
November 2023 - Present
Vice President - Wealth Manager at
Goldman Sachs Personal Financial Management
July 2019 - November 2023
Senior Wealth Manager at
United Capital Financial Advisers
May 2015 - July 2019
Investment Counselor at
Stancorp Investment Advisers, Inc.
January 2013 - May 2015
Financial Planning Associate at
Stancorp Investment Advisers, Inc.
October 2009 - January 2013
Business Development Volunteer at
Peace Corps
February 2007 - May 2009
Assurance Associate at
Grant Thornton (US)
January 2005 - November 2006
Sara Prada
Education
The University of Texas at Arlington - College of Business, Master Of Business Administation
January 2004 - January 2006
New Mexico State University, Bachelor Of Accountancy
January 1998 - January 2003
Frequently Asked Questions about Sara Prada
What company does Sara Prada work for?
Sara Prada is a Wealth Advisor at United Capital Financial Advisors, LLC.
Where Sara Prada graduated from?
Sara Prada holds a degree in from The University of Texas at Arlington - College of Business.
Who is Sara Prada?
Sara Prada is an accomplished Vice President and Wealth Manager at United Capital Financial Advisers, where she specializes in portfolio management, retirement planning, and strategic financial planning. With a career spanning over a decade in the financial services industry, she has navigated significant corporate acquisitions, demonstrating resilience and adaptability. Sara is known for her client-centric approach, emphasizing education and transparency in financial decision-making. She holds both a Master of Business Administration and a Bachelor of Accountancy, equipping her with a strong foundation for her role. Beyond her professional endeavors, Sara has experience as a Business Development Volunteer with the Peace Corps in Honduras, showcasing her commitment to community service and development. Her relaxed style fosters trust and collaboration with clients, ensuring they feel informed and empowered in their financial journeys. Sara's unique blend of expertise and interpersonal skills sets her apart in the wealth management landscape.
Sara`s contact details
Colleagues
Vice President of Learning and Development
Vice President - Senior Wealth Advisor
Senior Vice President, Advisory Services
Chief Technology Officer