Denise Sarkor, MIA, CEPA®, CAP®

Meet Denise Sarkor, Founding Principal and Private Wealth Advisor at Sarkor Financial Advisors.

Born in Monrovia, Liberia in West Africa, uprooted by war, raised 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 financial literacy to underestimated groups. Drawing upon her 20+ years of diverse experience at the intersection of financial services, business strategy, and human development, Denise recognized the need for financial literacy, wealth planning, and investment management to help individuals and families navigate complex financial landscapes and achieve their goals. 
Denise Sarkor, Comprehensive wealth management services tailored to the unique needs and aspirations of high-earning career women, successful women business owners, and their families.
Her previous roles include serving as a licensed financial advisor, investment banker and development consultant at BNY Mellon Wealth Management, Merrill Lynch, Goldman Sachs, and the World Bank. 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 an Advisor For Women™ Certificate Holder, Certified Business Exit Planning Advisor (CEPA®), a Chartered Advisor in Philanthropy (CAP®), a Certified Impact Philanthropy Advisor (IPA) and a Prismatic Fellowship Alumna with Daylight Advisors.
 
For over 9 years, Denise has also provided business advisory services, executive education and coaching to start-up founders, successful business owners and career executives, including those with interest in the space of Entrepreneurship Through Acquisition (ETA). She currently serves as Lead Business Acquisition Advisor for New Majority Capital‘s bETA Accelerator and as Business Growth Advisor for Goldman Sachs Foundation‘s 10,000 Small Businesses Program—two of the nation’s most prestigious accelerator programs for high-performing entrepreneurs. Within her community, she has served as chair of the Entrepreneurship Ministry at an historic Church, as a mentor to start-up founders, an Industry Expert for college students interning in Wealth Management, and has coached professionals and entrepreneurs nationwide. For her community impact, she was named a 2024 Comcast RISE Award Recipient.
 
When Denise is not serving clients or with her family, she enjoys improv, dance, yoga, reading, listening to podcasts and global travel. 
 
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