Denise Sarkor, MA, CEPA®, CAP®

Personalized Financial and Business Advisory, Empowering Your Wealth Journey

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Sarkor Financial Advisors Denise Sarkor, MA, CEPA®, CAP® She/Her/Hers
Montclair, NJ

Serving Clients Nationwide

Personalized Financial and Business Advisory, Empowering Your Wealth Journey

1 Certified Advisor Reviews™
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Areas of Focus

  • Estate Planning
  • Exit Planning
  • Financial Life Planning
  • Giving
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Saving
  • Taxes
  • Travel
  • Women & Wealth

About Me

Born in Monrovia, Liberia in West Africa, uprooted by war, raised as an immigrant in the U.S. inner city, and educated in the Ivy League, Denise Sarkor launched Sarkor Financial Advisors with a mission to fill a crucial gap in the financial services industry by providing tailored support and empowerment to underserved groups, particularly women residing in the United States, first-generation Americans, and U.S.-based immigrant communities.

Drawing upon her 18+ years of diverse experience at the intersection of financial services, business strategy, and human development, Denise recognized the need for holistic financial education, wealth planning, and executive coaching to help individuals and families navigate complex financial landscapes and achieve their goals.

Her previous roles include serving as a licensed financial advisor, investment banker and international development consultant at BNY Mellon Wealth Management, Merrill Lynch, Goldman Sachs, the World Bank and IBM.

Denise received a bachelor of science in economics from the Wharton School at the University 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 Certified Business Exit Planning Advisor (CEPA®), a Chartered Advisor in Philanthropy (CAP®), and is a Prismatic Fellow of Philanthropy with Daylight Advisors.

Denise is also the Founder of New Roots Development LLC (DBA New Roots Living), where for 8+ years, she has provided high-performance and executive coaching to start-up founders, successful business owners and career executives, including those with interest in the space of Entrepreneurship Through Acquisition (ETA).

Within her community, she has served as chair of the Entrepreneurship Ministry at an historic, Atlanta-based Church, as a mentor to start-up founders through SCORE, an Industry Expert for college students interning in Wealth Management through Sponsors for Educational Opportunity (SEO), and has coached over 2,500 professionals and entrepreneurs to date. When Denise is not serving clients or volunteering, she enjoys West African and Afro-Latino dance, yoga, reading, listening to podcasts and travel.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • Chartered Advisor in Philanthropy (CAP)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

41 Watchung Plaza, #242, Montclair NJ 07042

Additional Locations

📍 2451 Cumberland Parkway SE #3602, Atlanta, GA 30318

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' and complete the brief form to request a consultation, and we’ll respond to you shortly. We respect your privacy and do not disclose any details provided with third parties. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Comprehensive wealth management services tailored to the unique needs and aspirations of trailblazing leaders, career executives, small business owners, and their families.

The mission of Sarkor Financial Advisors is to provide comprehensive wealth management services tailored to the unique needs and aspirations of high-performing—yet underestimated—leaders, career executives, small business owners, and their families.

By offering holistic financial planning and investment management, Sarkor Financial Advisors aims to empower its clients to transcend limitations, close gaps, and build impactful legacies. With a commitment to serving underserved communities, including women residing in the United States, first-generation Americans and U.S.-based immigrant communities, Sarkor Financial Advisors strives to provide value through personalized advice, education, and support, ultimately guiding clients towards financial empowerment, security, and success.

We are a fee-only Investment Advisor with locations in Atlanta, GA and Montclair, NJ, serving clients nationwide.

Education

Master's Degree - Columbia University - International Finance and Economic Policy, Management | Bachelor's Degree - UPenn, The Wharton School - Business/Managerial Economics

Awards and Honors

  • Prismatic Fellowship - 2024 Graduate, Daylight Advisors (Philanthropy)

Hobbies and Interests

  • Dancing
  • Family
  • Reading
  • Traveling
  • Writing
  • Yoga

Who We Serve

  • Accountants
  • Attorneys
  • BIPOC
  • Business Owners
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Immigrants
  • Individuals
  • Single Women
  • Travel Lovers
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Absolutely amazing!

✅ Wealthtender Certified Advisor Review™
Sep 7, 2024
It’s difficult to put into words just how AMAZING Denise is! She exudes great personality and mastery of her art- NUMBERS. From the moment my husband and I met with her, she assured us financial freedom was not a far fetched dream. Rather, it was a road map in which she had in her possession. We were CLUELESS. And now I feel like a professional after working with her. If you follow Denise’s plan- you will not only meet your financial goals- but you will be profoundly successful in WHATEVER endeavors you start, long after you have graduated from her class. We can’t thank this extremely talented, warm, light hearted, PATIENT, passionate- professional enough. You’d be remiss not to have Denise on your team.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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