Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Gawick is a financial advisor with Illumination Wealth Management. Sara is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2015. Sara has experience providing financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans. Sara is registered to offer investment advice in New Hampshire and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/10/2022 - Present
Illumination Wealth Management (SAN DIEGO CA)
TX
08/16/2018 - 07/02/2021
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
03/23/2016 - 07/23/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ADDISON TX)
BOTH
Issued 05/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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