Sarah Mizell has been President, Chief Compliance Officer, and Secretary of the Board of Valued Retirements since February 2026, is a control person of the firm and directly owns between 25% and 50% of it. Sarah Mizell holds a BS in Finance from New Mexico State University and a BA in Journalism & Mass Communications from New Mexico State University.
Valued Retirements, Inc. is a Houston, TX firm with $190M under management, 91 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Sarah Mizell is President, Senior Financial Advisor, Wealth Coordinator + CCO of Cove Wealth Management. She has been President and Senior Financial Advisor there since September 2024 and was Vice President and Senior Financial Advisor from September 2021 to September 2024. Her earlier experience includes working as a sports journalist for the Associated Press.
- Cove Wealth ManagementCurrent– present · 12 yearsHouston, TX · Adviser representative · Firm CRD 114236
Professional designations
Listed by Valued Retirements
- CFP®
Investment adviser representative registrations
Sarah Mizell is registered as an investment adviser representative in 2 states. The first approvals date from October 2014; the most recent is New Mexico, in November 2022.
- New MexicoSince 9 November 2022
- TexasSince 1 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Anne Mizell
- CRD
- 5343134
- Firm
- Valued Retirements · CRD 114236
- Role
- President, Chief Compliance Officer, and Secretary of the Board
- Office
- 710 NORTH POST OAK ROAD, SUITE 420, Houston, TX 77024-3894
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- covewm.com
Where does Sarah Mizell work?
Sarah Mizell has been President, Chief Compliance Officer, and Secretary of the Board of Valued Retirements, Inc. since February 2026, and is a control person of the firm.
Is Sarah Mizell a financial advisor?
Yes. Sarah Mizell has a current investment-adviser registration in New Mexico and Texas, through Valued Retirements since October 2014.
How many years of experience does Sarah Mizell have?
Sarah Mizell has 12 years in the financial industry, since September 2014, across 1 adviser firm.
What exams has Sarah Mizell passed?
Sarah Mizell passed the Series 65 in September 2014.
Where is Sarah Mizell based?
Sarah Mizell’s registered office is in Houston, TX.
Is Sarah Mizell registered with FINRA?
No. Sarah Mizell has no current broker registration.
Is Sarah Mizell a CFP?
Valued Retirements lists Sarah Mizell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Sarah Mizell’s record?
Search CRD 5343134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Mizell’s full registration record.
