Interests
Sarah Walsh serves the clients and employees of Ecclesiastes Wealth Partners as both a Wealth Advisor and the Chief Operating Officer. With a passion for building meaningful connections, Sarah is known for her thoughtful approach, strong listening skills, and ability to guide others through important decisions with clarity and care. As a certified life coach, she brings a unique perspective to every conversation, helping individuals feel heard, understood, and confident in their path forward.
Outside of work, Sarah enjoys spending quality time with her husband, often walking the trails by their house. A proud Texas A&M Aggie mom, she values staying connected with her son at Texas A&M, while also embracing the adventure of advocating for her youngest who is surviving with a Myeloproliferative Neoplasm (MPN). At home, life is made lively by their three dogs, who think they run the house.
Sarah values meaningful time with friends, reading, and being near the water--it feeds her soul. She also enjoys driving her Jeep with the doors off, letting the wind remind her of life's simple joys.
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- CDFA® Certified Divorce Financial Analyst
- BFA™ Behavioral Financial Advisor
- APMA® Accredited Portfolio Management Advisor™
- Life Coach certified
- Enrolled Agent with the IRS
Awards & Recognition
- Ecclesiastes Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2026
- Five Star Wealth Manager, 2023-2025
*The ranking, developed by SHOOK® Research, is based on qualitative and quantitative criteria including interviews, industry experience, and assets under management. See full methodology here. https://www.forbes.com/sites/rjshook/2026/01/07/methodology-best-in-state-wealth-management-teams-2026/
**The ranking, developed by SHOOK® Research, is based on qualitative and quantitative criteria, including interviews, client retention, industry experience, and assets under management. Investment performance is not a criterion. Neither SHOOK nor Working Mother receive compensation for rankings. See full methodology here. https://www.shookresearch.com/a-methodology.html
Professional Associations
- National Association of Enrolled Agents
- Institute for Divorce Financial Analysts
Values:
- Faith
- Connection/Family
- Integrity
- Health
- Growth
- Balance