✨ The stars aligned in unexpected ways…
…and today, I feel immense joy as I announce the official launch of
@SarkorFinancialAdvisors (“Sarkor Financial”), a future-forward wealth management firm for trailblazing–yet underserved–leaders, career executives, small business owners, and their families, serving clients nationwide. I have great vision and a focused mission for this practice. With 20+ years of career experiences in Financial Services, Investment Banking, Operations and Tech, and almost a decade of partnerships to positively impact our communities through my first company New Roots Living - Executive Coaching (
@newrootsliving ), I aim to serve Sarkor Financial’s clients exceptionally well while uplifting the next generation of financial advisors.
A huge thank you to my family, friends, past and present colleagues, mentors throughout my career, and fellow wealth advisors in the industry–for the support and encouragement. I celebrate each of us in owning every facet of our lives with confidence.
To the amazing team at XYPN, we worked really hard to make this happen; thank you for being an incredible support in building a solid foundation. Now, I can focus on what matters most: guiding my clients on a transformational and impactful wealth journey through personalized financial planning, investment management, and business owner advisory services. To my fellow financial advisors seeking to learn more about this network, message me directly on IG and I’ll be happy to share more about my experience.
To those seeking to collaborate–or to evaluate Sarkor Financial’s services for their own need as well as the needs of others in their networks, I invite you to visit our website (sarkorfinancialadvisors.com) and request a consultation on the Contact Us page.
To all who read, like and comment on this post 🎉, thank you for helping me celebrate such a pivotal moment.
With God, all things are possible 🙏
For us thriving,
Denise