Sarah McDonell, FPQP®
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Compliance and Operations Analyst
Sarah McDonell, FPQP®, is a Compliance and Operations Analyst at Center for Financial Planning, Inc. She joined the firm in 2017, previously serving as a Client Service Manager through the summer of 2025, bringing a strong understanding of client needs into her current role.
Today, Sarah supports compliance administration and operational functions that help ensure a consistent, high-quality client experience. Her work focuses on maintaining accurate and reliable data, supporting effective data governance, identifying opportunities to improve processes, and developing best practices. She also supports compliant billing processes, contributing to strong internal controls and the firm’s commitment to thoughtful financial planning.
With her FPQP designation, Sarah is dedicated to ongoing professional growth and enjoys fostering team connection through her involvement with the firm’s Social Committee. Outside of work, she enjoys reading mysteries, taking walks with her golden-doodle, Daisy, and planning future travels with her husband, Kevin.
EDUCATION:
Bachelor of Arts, English Language & Literature, University of Michigan
LICENSES & CERTIFICATIONS
Series 7 Securities License
Financial Paraplanner Qualified Professional™ (FPQP®)