Sara Alexander

Sara joined GoldBook Financial in Scottsdale, Arizona in November 2024, bringing nearly a decade of financial services experience. Her unique and diverse background includes serving as a certified teacher, principal, and founder/CEO of a K-8 charter school in Tucson, where she participated in the modernization of the educational system for Arizona families.

Sara specializes in making complex financial concepts accessible, conducting thorough needs analyses while addressing all 13 aspects of wealth management—from retirement planning and estate strategies to equity compensation and business continuity. She partners with various professionals to provide comprehensive financial guidance beyond investment management.

Her educational leadership background enhances her client relationships, fostering clear communication and demystifying financial topics for clients. Outside of work, Sara supports The Oasis Sanctuary, sponsoring two quaker parrots, and enjoys car shows, fly fishing, trail riding, live music, driving ranges, true crime journalism, and business podcasts.

Sara earned both a Bachelor of Arts and a Master of Arts degree from the University of Arizona. She also holds an Accredited Portfolio Management Advisor ^SM (APMA®) designation and has earned a Certified Financial Planner® (CFP®) certificate.

Sara holds FINRA Series 7 & 66 and is Life, Accident and Health licensed.

CRN202802-8055920