Exit Planning Institute - Find a CEPA

CEO of Sarkor Financial Advisors, Denise Sarkor is a Wealth Strategist and Financial Planner. In this role, she is responsible for advising successful business owners, career professionals and families on their portfolios, trusts, estates, foundations and retirement plans, making her a trusted advisor clients rely on. With understanding of client goals, she collaborates with tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, allocation decisions, the sale of privately held businesses and more, providing comprehensive and tailored solutions. Denise received a bachelor of science in economics from the Wharton School at theUniversity of Pennsylvania and a master’s degree in international finance and economic policy from Columbia University. She holds her FINRA Series 7 and 66 securities licenses, is a CEPA® and CAP®, and is currently pursuing her CFP® designation.

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