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Specialties
An Impact-Driven Leader, Denise Sarkor is a Wealth Strategist and Private Wealth Advisor with 20+ years diverse experience at the intersection of financial services, entrepreneurship and human development.
Principal of Sarkor Financial Advisors—an independent, fee only wealth management firm, she is passionate about Financial Planning of the highest fiduciary standards for mid-career professionals, small business owners and their families nationwide. From Wall Street Investment Banker and World Bank Official to Licensed Wealth Advisor, she has solid technical knowledge and business acumen to help clients navigate new terrain, seize life-changing opportunities, and build sustainable, impactful legacies. Recipient of the Comcast RISE Impact Award, Denise is also a Business Acquisition, Growth & Exit Advisor for two of the top U.S. small business acquisition and growth-focused accelerator programs, empowering individuals and teams on their wealth journeys. To learn more about her, visit denisesarkor.com. Focus: Private Wealth Management, Financial Planning, Retirement Planning, Investment Management, Executive Coaching, Start-ups, Small Businesses, Business Acquisition, Business Exit, Philanthropic Strategy & Global Impact
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Always free for clients.
IPA, CAP, CEPA
Chartered Designations
What do these credentials mean?
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