Sarahbeth Pipkin, CFP®

Partner, Senior Wealth Advisor

Sarahbeth Pipkin has been in the financial services industry since 2008 and co-founded Presidio in 2023. With over 15 years of experience helping clients identify and reach their financial goals, Sarahbeth is passionate about taking care of her clients as their personal wealth advisor.

Sarahbeth strives to provide the highest level of service by drawing on her experience in financial planning to understand her clients’ needs and objectives. She works with individuals and families to create a holistic wealth management strategy that addresses all aspects of their lives. Sarahbeth partners with her clients’ other trusted advisors to integrate their tax, business, and estate planning needs with their investment and financial planning goals. Sarahbeth, along with her team, provides clients with a family office experience acting as their family’s CFO. She partners with clients to help grow and preserve their wealth so they can make their desired impact on the community and future generations.

Sarahbeth graduated from the University of Texas at Austin with a bachelor’s degree in finance and a minor in accounting from the McCombs School of Business in 2008. She completed her CERTIFIED FINANCIAL PLANNER™ (CFP®) education at Rice University and received her certificate in 2014.

Sarahbeth and her husband, Taylor Pipkin, have three children, Lucy, James, and Caroline. She enjoys spending time with her family and traveling.