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Sara Sroka (CFP®, CPA)

Sara Sroka focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Generation X
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

I have always been fascinated by the way that value is created in the marketplace and it has led me to help families optimize their finances. In pursuit of obtaining a strong business background, I earned my bachelor’s degree in accounting from a small school in the finger lakes of New York, Keuka College. I have been happily settled in the NOLA area since 2011. I earned my CPA license in 2015 and I’m an active member of the AICPA and the Louisiana Society of CPAs. In 2021 I also earned my CFP® certification and I have enjoyed discovering new intricacies of planning for financial success.

Additional Information

Before joining Bienvenue Wealth, I had a background in individual and small business taxation, as well as corporate accounting. I am currently helping clients with tax and business planning, cash flow analysis, and investment management. I am excited to be working at Bienvenue Wealth helping families live their lives purposefully. I have seen firsthand how having a trusted advisor can make a big difference and it is gratifying assisting clients on their journey. Our comprehensive approach to creating, building, and maintaining wealth is a proven process. We work with your family to simplify your financial life.

NAPFA Start Date

September 03, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1100 Poydras St Ste 2125 New Orleans, LA 70163 Phone: (504)355-0890 Fax: (504) 662-1518
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