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.