In The Media
We’re honored to be featured in and on leading financial, philanthropic, and entrepreneurial platforms. Explore a selection of recent podcast interviews, articles, and conversations that highlight our mission to close persistent wealth gaps, empower values-driven leaders, and bring clarity to the financial lives of women, small business owners, and first-generation wealth builders.
Featured appearances
Podcast Interviews
Illuminate Philanthropy Podcast—Episode 17: Closing the Wealth Gap, Advising Women and Small Business Owners
Dr. Sev Talks Money Podcast—The Power of Faith, Fresh Starts, and Financial Strategy
Badass Women in Business Podcast—Building Wealth with Purpose: Denise Sarkor’s Holistic Approach to Financial Planning
Publications
Financial Planning Magazine
Developing Empathy With Pro Bono Clients, Even When It’s Hard
Curriculum & Thought Leadership
In addition to client work, we contribute to the advancement of philanthropic planning across the profession. Our Principal Denise Sarkor serves as faculty for and co-author of two national certification programs created in partnership with Daylight, a leading philanthropic advisory platform.
These programs reflect Sarkor Financial’s commitment to bridging the knowledge gap within the industry and to empowering clients to lead with purpose.
Philanthropic Planning with Women
A specialized certification equipping advisors to better serve women as values-based donors and decision-makers.
Philanthropic Planning with Business Owners
A certification that helps advisors support entrepreneurs in aligning charitable giving with their business legacy and succession goals.