Client Advisory

Biography

Sara Paz is a Client Services Associate in the Boston office, where she provides client service and operational support for a number of the firm’s high-net-worth individuals and families.

Prior to joining Cerity Partners, Sara was a Financial Advisor for Equitable Advisors. While at Equitable, she helped support clients with financial planning strategies focused on long term goals and financial security.

Education

  • Clemson University - BS in Financial Management; Minor in Accounting and Management

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