Sarah Anne Mizell, CFP®

Sarah Anne Mizell, CFP®

Wealth Coordinator, Financial Advisor, and Chairwoman of the Board
sarah@valuedretirements.com

The journey toward Sarah Mizell’s dream job as Financial Advisor and business owner has included time working as a sports journalist for the Associated Press, time on a commodities trade floor, a lead role in systems implementation at a large oil & gas company, earning a CFP® designation, and serving hundreds of families and individuals through a team of financial consultants at Houston’s First Baptist Church (HFBC).   Sarah and her husband, Cory, see their role as filters in our clients’ lives who cut through the excess information and to help find meaning and peace of mind in their finances and lifestyle decision. Sarah is a captain on “Team Mizell,” a marathon runner, an active member of boards/ community organizations, and a co-teacher for her kids through Trinity Classical School.  Team Mizell includes four beautiful kids, who keep life interesting and fun.

 

Experience:

Valued Retirements, Inc., Chair of the Board, Wealth Coordinator, Financial Advisor: September 2021-Present

Valued Retirements, Inc., Financial Advisor & Director of Marketing: October 2014-Present

Julianna Poor Memorial Counseling Center Financial Counselor/ Volunteer: 2010-Present 

SBS Financial, LLC: October 2012-July 2014

ConocoPhillips Commercial analyst, scheduler, and specialist: June 2009-July 2014

Education:

Certified Financial Planner™ – 2015

Licensed Texas Real Estate Salesperson with Century 21 Olympian – 2014

New Mexico State University: BS Finance – 2009

New Mexico State University: BA Journalism & Mass Communications – 2009