Denise Sarkor, MIA, CEPA®, CAP®, IPA
Personalized Financial and Business Advisory, Empowering Your Wealth Journey
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Serving Clients Nationwide
Personalized Financial and Business Advisory, Empowering Your Wealth Journey
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 Denise Sarkor, MIA, CEPA®, CAP®, IPA
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 high-performing—yet underestimated—leaders, career executives, small business owners, and their families.Drawing upon her 20+ years of diverse experience at the intersection of financial services, business strategy, and human development, Denise recognized the need for comprehensive 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®), a Certified Impact Philanthropy Advisor and a Prismatic Fellowship Alumna with Daylight Advisors.
Denise is also the Founder of New Roots Development LLC (DBA New Roots Living), where for 9+ 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 professionals and entrepreneurs nationwide. 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 Sarkor Financial Advisors
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 comprehensive 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 service, 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 wealth management firm 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
Hobbies and Interests
- Dancing
- Family
- Reading
- Traveling
- Writing
- Yoga
SEC Lookup
View DisclosureWho 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
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