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Sara Pierce Clark

Mission Wealth Management, LP

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About Sara Pierce Clark

Sara Clark is a financial advisor with Mission Wealth Management, LP. She is licensed in California and has over 10 years of experience in the financial services industry. Before joining Mission Wealth Management, LP Sara Clark worked at Morgan Stanley and Barclays Capital Inc. Sara Clark specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

Firm Information

Sara Clark is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sara Clark’s Registration & Firm History

CA

05/04/2022 - Present

Mission Wealth Management, LP (SANTA BARBARA CA)

NY

05/27/2014 - 02/12/2019

MORGAN STANLEY (NEW YORK NY)

NY

11/07/2011 - 05/13/2014

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

08/21/2009 - 11/02/2011

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Pierce Clark.
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