Sara Sroka
CPA, CFP®
Bienvenue Wealth LLC
Financial Advisor
Sara Sroka
CPA, CFP®
Bienvenue Wealth LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sara Sroka, CPA, CFP®
Fee-Only Wealth Advisor in the heart of New Orleans
Sara Sroka is a New Orleans, LA fee-only financial advisor serving clients locally and across the country. Bienvenue Wealth LLC provides comprehensive financial planning, including tax planning and cash flow analysis to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sara Sroka is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sara Sroka, CPA, CFP® is a New Orleans, LA fee-only financial planner at Bienvenue Wealth.
I earned my bachelor’s degree in accounting from a small school in the finger lakes of New York, Keuka College. I have been happily settled in the NOLA area since 2011. I earned my CPA license in 2015 and I’m an active member of the AICPA and the Louisiana Society of CPAs .
Before joining Bienvenue Wealth, I had a background in individual, small business taxation, and corporate accounting. I currently enjoy helping clients with tax planning and cash flow analysis. I am excited to be working at Bienvenue Wealth helping families live their lives purposefully. I have seen firsthand how having a trusted advisor can make a big difference and it is gratifying assisting clients on their journey. Our comprehensive approach to creating, building, and maintaining wealth is a proven process. We work with your family to simplify your financial life.
My husband, Trevor, and I don’t miss the snow back home at all and we embrace life in the Big Easy.
Sara Sroka is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Objectivity, integrity, and communication are what you can expect to find at Bienvenue Wealth LLC. Objectivity is the hallmark of our service. When selecting an investment advisor, you need to have confidence that he or she is always doing what's right for you. If objective advice from an unbiased, experienced advisor makes sense for your financial future, let's talk.
At Bienvenue Wealth LLC, we will tailor a plan to your individual needs, assessing where you are now and what decisions need to be made today to help you achieve your short and long term goals. We will meet with you regularly, talk to you often and get to know you extremely well. We will earn your trust. This personal relationship is essential to providing you the highest quality advice-tailored to your particular needs and goals for the present and the future.
Our dedication to our clients is what sets us apart from the rest. At Bienvenue Wealth LLC, we embrace consumer advocacy.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sara Sroka is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sara Sroka is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Sara Sroka is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Sara Sroka
Office Locations:
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1100 Poydras St
Suite 2125
New Orleans, LA 70163
