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Sara Sell, CFP®

Wealth Manager
Sara serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than five years of experience in the financial services industry, Sara offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Sara served as a financial planner at a national investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management and investment research. Sara earned a Bachelor of Arts degree in marketing from Winona State University, where she graduated with honors. Sara is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Sara and her husband, Curtis, enjoy traveling, trying new restaurants, reading and spending time with their golden retriever, Max.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021