Denise Sarkor, MIA, CEPA®, CAP®
About / Who I Help
I’m Denise Sarkor, Principal & Private Wealth Advisor at Sarkor Financial Advisors, a fee-only financial planning and investment management firm.
I advise trailblazing — yet often underestimated — community leaders, career executives, and small business owners who want their money to reflect both success and purpose. My clients are driven, values-oriented, and deeply invested in creating impact beyond themselves.
With over 20 years of experience at the intersection of financial services, business strategy, and human development, I help underserved communities build meaningful, lasting legacies through thoughtful financial planning and stewardship.
Education & Experience
- 20+ years of experience in financial services & business strategy
- Principal & Private Wealth Advisor at Sarkor Financial Advisors
- Expertise in financial planning, investments, trusts & estates
- Special focus on legacy-building & philanthropic strategy
- Lead Business Acquisition Advisor for New Majority Capital‘s bETA Accelerator
- Business Growth Advisor for Goldman Sachs Foundation‘s 10,000 Small Businesses Program
What I Help With
- 📊 Comprehensive Financial Planning
- 📈 Investment Management & Portfolio Strategy
- 🏛️ Trust, Estate & Legacy Planning
- 🏢 Business Advisory Services
- 💝 Philanthropic & Charitable Planning
- 🧠 Values-Based Financial Decision Making
Why I’m Different
My work goes beyond traditional financial planning. I bring together financial expertise, strategic thinking, and a deep understanding of human development to help clients align wealth with impact.
I specialize in serving leaders and business owners who have historically been underestimated — ensuring their financial strategies honor both their achievements and their aspirations for future generations.
“Denise brings clarity, confidence, and purpose to every financial conversation. Her guidance helped me think bigger about both wealth and legacy.”
— Leigh D.
📧 info@sarkorfinancialadvisors.com | 📞 (862) 283-0776 | 🌐 sarkorfinancialadvisors.com