Financial Planning with Sarah Parker 

AWMI Cleveland Members Only – Registration Details to Follow

Based in Cleveland, Ohio, Sarah Parker is an Institutional Advisor with over 17 years of experience serving both for-profit and not-for-profit clients. She specializes in investment oversight and design, alternative investments, ESG implementation, ERISA compliance, vendor management, managed accounts, and financial wellness.

Recognized as a NAPA Top Female Advisor in 2024 and part of the Top DC Team in 2022, Sarah serves as a 3(21)/3(38) fiduciary, supporting qualified and non-qualified plans, including 401(k), 403(b), Cash Balance, and Defined Benefit Plans. She also acts as an investment consultant for endowments, foundations, and healthcare organizations.

Education and Credentials:
MBA, Weatherhead School of Management
S. in Finance, Magna Cum Laude
Accredited Investment Fiduciary (AIF®)
Certified Plan Fiduciary Advisor (CPFA®)
Non-Qualified Plan Consultant (NQPC)