About Sarah Coffey

I’m a Financial Advisor who’s passionate about helping people feel less stressed and more confident when it comes to money. Finances can be complicated, but they don’t have to feel overwhelming. I work with individuals and families to create personalized plans that fit their goals, values, and real life. Whether you’re just starting out, planning for something big, or trying to make sense of it all, I’m here to offer guidance, support, and a clear path forward.

Education & Accomplishments

Behavioral Financial Advisor (BFA^TM) designation

FINRA Series 66 Uniform Combine State Law

FINRA Series 7 General Securities Representative

Life & Health Insurance Licenses

M.S. in Counseling -- Winona State University

B.A. in Biology and Psychology -- Luther College

At home, I am a mom of 2 very active teens. Evenings are filled with softball, soccer, volleyball, theatre and singing. You should hear us on a car trip!

As a family, our most favorite thing to do together is explore the world. Highlights have been Cape Town, South Africa, and Barcelona, Spain. I look forward to many more adventures with them!

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.