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About Us > Our Team > Sara Braz
Sara Braz, CFP®
Manager, Institutional Retirement

sara@blueprairiegroup.com

t 312-376-8441

 

Sara is a consultant in the Institutional Retirement Practice Area at Blue Prairie Group. She partners with investment committees to improve their company retirement plans and ensure their needs are met with the highest standard of service and care.

Sara joined Blue Prairie Group in 2006. Prior to Blue Prairie Group, Sara worked in Boston at Columbia Management, the asset management arm of Bank of America, where she was responsible for the sales and servicing of mutual funds, 529 plans and small to mid-sized retirement plans. Prior to this, she was a fully licensed assistant to a financial planner, aiding in service, portfolio design and creating customized deliverables. Sara graduated from the University of Michigan in Ann Arbor, with a BA in Economics. She holds Series 7 and 66 licenses, as well as Life, Accident and Health. She earned her Certified Financial Planner™ designation in 2007.


Currently Sara is pursuing her Masters of Business Administration from the Kellogg School of Management at Northwestern University, with an expected graduation date of May 2012.

 

 
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