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Sarah E Davis

Advisor Image
Sarah E Davis
Financial Consultant
.
CFP®, FIC
Part of the San Diego - Spring Group practice
Armed Forces & Veterans
Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
About Sarah Davis
About Sarah Davis

I joined Thrivent in 2011 while I was finishing my business degree at SDSU, where I went on to graduate as the top Business Student with Summa Cum Laude distinction. I initially worked as an Office Professional for two other financial representatives, but in 2013 decided to join their team as a financial professional myself.


I worked as a high school tutor before coming to Thrivent and loved the idea of using education to help people better understand their relationship with money. I’m also somewhat of a comedian (at least I think I am), and I’ve found that people enjoy the financial planning process much more when a bit of humor is involved. Being the lover of education that I am, I’ve earned various financial designations over the years to be able to better help my clients and stay as current as possible.


Most of my clients have never worked with a Certified Financial Planner™ Professional before, so I make sure to explain our processes, methods, fees, and expectation in full before we begin. I also don't believe in using industry or complex/confusing jargon and instead break things down to bite-size pieces to make sure you understand your current situation and choices so you can make the best decisions possible for your family.


On a personal note, I was born and raised in San Diego, California though am loving splitting my time now between there and Spring, Texas. When I'm not working you can find me volunteering with one of the several nonprofits I sit on the board for, singing unabashed at our local karaoke bar, hiking along one of our many beautiful local trails, or hanging out with friends and family.

My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Arizona
  • California(Insurance Lic. #0I23450)
  • Florida
  • Illinois
  • Texas

Insights

Estate planning guide: Essential documents & checklist
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
Business startup costs: 10 basics to plan for
Business startup costs: 10 basics to plan forAre you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.
Biden signs Social Security Fairness Act into law
Biden signs Social Security Fairness Act into lawThis is huge news for folks who were denied or reduced their Social Security benefit due to having a government pension. If you or someone you know worked a job where you didn't pay into Social Security and instead got a pension (many government employees and public school teachers), but previous to or after that did work for some years where you did pay into Social Security, you likely have a small Social Security benefit that was denied or reduced to you via the GPO (Government Pension Offset). Now, with the signing of this law, you are entitled to collect that Social Security amount in addition to your pension. This also affects widows/widowers receiving similar pensions. Questions on how this might affect you pr someone you know? Reach out to our office and we'll help! *Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
Office location
Spring Location
4405 Spring Cypress Rd Ste 111
Spring, TX 77388
Phone619-994-0833Hours
M – F: 9 a.m. – 5 p.m.
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.

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.