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Sarah Mackay

Advisor Image
Sarah Mackay
Financial Advisor
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Part of the Mackay & Parker practice
About Sarah Mackay
About Sarah Mackay

About Sarah Mackay

I am proud to be a Thrivent Financial Advisor. I have the joy of being able to work with people from all walks of life. I will help you truly understand your own financial situation and the opportunities in front of you to accomplish your financial goals. I have always had a deep desire to teach, mentor, and serve others - which I thought would result in a career as a college professor. Once I discovered the opportunity to do all three of those things as a financial advisor, I realized it is my calling.  


I am passionate about my work and all things connected to finance. As a child, I can specifically remember rolling coins and talking about how we prioritized our spending as a family. My ability to empathize as well as effectively prioritize a budget means that you will know where each of your dollars will go and how it is helping you accomplish your goals. 


As a former varsity and college athlete as well as a girl's lacrosse coach, I see a strong relationship between coaching and finances. I strive to be my clients' financial coach. While you are the star athlete making each decision on the field, I am here to guide you and call the plays from my playbook. Together, we form a team of people who are all focused on working in unison on your financial plan. My goal as your financial coach is to get you from where you are today to where you want to be in the future as effectively and efficiently as possible.


Hobbies and Activities 

Outside of my work I have an extremely diverse group of hobbies and activities that I enjoy. I love my Bible study and my book club, watching football (go Steelers!), spending time with my husband (Chris) especially at SeaWorld, cuddling with my dog, cats, rabbit, and chinchilla, and playing poker at Texas Hold ‘Em family game nights.


Community Outreach 

  • Children's Nursery - Mission Viejo Christian Church
  • Thrivent Action Teams - Rancho Santa Margarita, Irvine, and Mission Viejo Communities | Local Families in Need | Irvine Animal Care Center
  • Love Mission Viejo - Mission Viejo Community Outreach Volunteer
My qualifications
  • Associates of Economics, Saddleback College
  • Bachelors of Economics, Cal State Fullerton
  • Associates of Business Administration/Management, Saddleback College
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Arkansas(Insurance Lic. #20259039)
  • California(Insurance Lic. #4187254)
  • Colorado
  • Florida
  • Idaho
  • Illinois
  • New Mexico
  • North Carolina
  • Oregon
  • Tennessee
  • Texas

Insights

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We were lucky to celebrate the 4th of July with good food, great people, and baseball. We had a split suite with people rooting for both the Angels and the Red Sox. There were laughter, fun, and rivalry! What a great way to celebrate America's Independence Day. Have you had questions about your current 401k or other parts of your financial plan? Do you want to retire soon and don't know what to do? Is social security a big question mark? Let us help you. My team and I here at Mackay & Parker would love to serve you. 949-989-5329 See important disclosures at thrivent.com/social
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This Saturday we proudly hosted our client families at the Aquarium of the Pacific. We had a blast and can't wait to have another event here again in the future! If you're interested in learning more about what we do, feel free to reach out to me. I'd love to chat and see how we can help. For important disclosures, please visit www.thrivent.com/social
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This past Saturday was the citywide Love Mission Viejo event. Each year I am proud to contribute to this organization and am always blessed beyond measure with the love and interaction with the volunteers. Thrivent is a company that cares about giving back to the community. I couldn't be more proud of my company's values and look forward to many more years of supporting Love Mission Viejo. For important disclosures, please visit www.thrivent.com/disclosures.
Office location
Irvine Location
49 Discovery Suite 140
Irvine, CA 92618
Phone949-989-5329Hours
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