Sadie Etzel
I believe the IRS shouldn’t be invited to your retirement party.
- Role
- Financial Analyst at The Fitzpatrick Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Sadie Etzel
I enjoy connecting people, projects, and opportunities. As Marketing & …
Experience
Financial Analyst
Jun 2025 — Present · Houston, TX, US
Educate clients on strategies to eliminate or reduce taxes, fees, and market volatility. • Assist in designing custom wealth-building plans using advanced financial concepts and risk-managed solutions. • Focus on long-term financial education and transparency, helping clients build tax-efficient wealth strategies.Skills: Wealth Management · Tax Strategy · Financial Education · Client Consultations · Investment Planning · Zoom Presentations
Education
Iowa State University - College of Liberal Arts and Sciences
Bachelor of Arts - BA, Music Performance, Vocal
Des Moines Area Community College
Liberal Arts and Sciences/Liberal Studies
Iowa State University - Ivy College of Business
Bachelor of Science - BS, Finance, General
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