Five Star award winner Sabrina Proano

PROFESSIONAL PROFILE

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Sabrina Proano

Wealth Advisor

Clear Blue Wealth

13010 MORRIS RD STE 600

Alpharetta, GA 30004

Office: 678-524-9994

sabrina@clearbluewealth.com
www.clearbluewealth.com

Focused—Sabrina Proano

Focused

Sabrina Proano knows you work hard for your money, and she works hard to make it work hard for you. Since 2003, Sabrina has helped her clients get organized financially, define strategies that make sense and map out paths to pursue broader life goals.

Sabrina applies a level of service excellence to her work that lets clients know they are part of her family, not just a name beside numbers on a statement. Sabrina measures success not by the portfolios she builds but by each clients’ progress towards their personal financial satisfaction. For some, this means moving from survival to stability, others from status quo to significant growth, and for all, to realize their legacy. Sabrina brings abundant knowledge, wisdom, support, laughter, and above all, dedication to serving everyone as she would want to be served.

Sabrina and her partner, Darrin Bearden, launched Clear Blue Wealth in August 2021 because they are deeply committed to helping people find clarity for retirement. Regardless of your starting point with money, Clear Blue Wealth provides a practical, efficient approach that enables you to navigate the dizzying array of financial decisions you face confidently.

Outside the office, Sabrina and her husband Byron enthusiastically parent two beautiful girls, one dog, three cats, two bunnies, and a goldfish. The Proano family are no strangers to adventure – they love to travel and explore destinations across the globe. Some of their favorite trips so far have been to Ecuador, Mexico, Italy and the UK. In most winter holidays, you can find Sabrina and Byron on the slopes of Colorado or Utah, trying to keep up with their girls. Instilling a strong sense of faith, education, culture and foreign language skills are important to Sabrina and her family.

Educated & Licensed

Master of Business Administration, Global Leadership MBA, University of Phoenix
Bachelor of Science, International Studies, Lee University
Investment Fiduciary
Life, Accident & Sickness, Variable Products Agent
Series 7 held through LPL Financial | Certified General Securities Representative
Series 63 held through LPL Financial Certified State Securities Agent
Series 66 held through IFG Advisory, LLC | Certified State Combined Securities
Certified Variable Contracts Representative
Member FINRA/SIPC held through LPL Financial
Experienced

Financial Planning & Priority Setting
Cash Flow Analysis & Budget Support
Retirement & Life Planning
Asset & Investment Management
Comprehensive Insurance Planning

See Accomplishments

This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 11/14/23 through 6/10/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3508 Atlanta-area wealth managers were considered for the award; 249 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,209, 237, 7.39%, 9/1/23, 11/14/22 - 5/31/23; 2022: 3285, 263, 8%, 9/1/22, 12/13/21 - 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 - 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 - 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.

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Focused

Sabrina Proano knows you work hard for your money, and she works hard to make it work hard for you. Since 2003, Sabrina has helped her clients get organized financially, define strategies that make sense and map out paths to pursue broader life goals.

Sabrina applies a level of service excellence to her work that lets clients know they are part of her family, not just a name beside numbers on a statement. Sabrina measures success not by the portfolios she builds but by each clients’ progress towards their personal financial satisfaction. For some, this means moving from survival to stability, others from status quo to significant growth, and for all, to realize their legacy. Sabrina brings abundant knowledge, wisdom, support, laughter, and above all, dedication to serving everyone as she would want to be served.

Sabrina and her partner, Darrin Bearden, launched Clear Blue Wealth in August 2021 because they are deeply committed to helping people find clarity for retirement. Regardless of your starting point with money, Clear Blue Wealth provides a practical, efficient approach that enables you to navigate the dizzying array of financial decisions you face confidently.

Outside the office, Sabrina and her husband Byron enthusiastically parent two beautiful girls, one dog, three cats, two bunnies, and a goldfish. The Proano family are no strangers to adventure – they love to travel and explore destinations across the globe. Some of their favorite trips so far have been to Ecuador, Mexico, Italy and the UK. In most winter holidays, you can find Sabrina and Byron on the slopes of Colorado or Utah, trying to keep up with their girls. Instilling a strong sense of faith, education, culture and foreign language skills are important to Sabrina and her family.

Educated & Licensed

Master of Business Administration, Global Leadership MBA, University of Phoenix
Bachelor of Science, International Studies, Lee University
Investment Fiduciary
Life, Accident & Sickness, Variable Products Agent
Series 7 held through LPL Financial | Certified General Securities Representative
Series 63 held through LPL Financial Certified State Securities Agent
Series 66 held through IFG Advisory, LLC | Certified State Combined Securities
Certified Variable Contracts Representative
Member FINRA/SIPC held through LPL Financial
Experienced

Financial Planning & Priority Setting
Cash Flow Analysis & Budget Support
Retirement & Life Planning
Asset & Investment Management
Comprehensive Insurance Planning

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.