Sarah Buenger (CFP®, MSFP, Other)

Sarah Buenger focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

Insurance Related Issues

Medical Professionals

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Comprehensive Financial Planning including areas of cash flow, insurance, tax, retirement, education and estate planning
Investment Management
Trust Services

Additional Information

Sarah has over 19 years of experience in serving and advising high net worth individuals in all aspects of financial planning, relationship management and investment management.

Sarah graduated from Texas A&M University with a B.A. in Finance and continued her education, receiving the CERTIFIED FINANCIAL PLANNER TM designation in 2003. Most recently, Sarah completed her Master of Science degree in Personal Financial Planning in 2015, through which she achieved the Master Planner Advanced Studies (MPAS) designation highlighting her extensive work in advanced topics within financial planning.

Sarah is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) and member of the Financial Planning Association (FPA). In addition to her position as Director of Financial Planning for Traditions Wealth Advisors, Sarah also serves as an adjunct professor for the Texas A&M Financial Planning program.

She has been quoted in several nationally recognized publications including Financial Advisor magazine, Dow Jones Newswire, and NAPFA Advisor. She has also given presentations at NAPFA conferences in several states on topics from compliance and staff development to case studies on financial planning. Most recenlty, Sarah's efforts have been focused on advancing the financial planning profession through educating those considering a career in finance through the Texas A&M Financial Planning program and the College for Financial Planning program.