Denise Sarkor, Principal and Private Wealth Advisor on Influential Women
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Influential Woman · Financial Services

Denise Sarkor

Principal and Private Wealth Advisor, Sarkor Financial Advisors

Montclair, NJ 07042

6Awards received

Certifications · Degrees · Memberships

Degree Columbia University (SIPA) - MIA Degree University of Pennsylvania (Wharton) Cert Certified Impact Philanthropy Advisor (IPA) Cert Advisor For Women™ Certificate Cert Chartered Advisor in Philanthropy (CAP®) Cert Certified Business Exit Planning Advisor (CEPA®) Cert Series 66 (65 & 63) - Uniform Combined State Law Cert Series 7 - General Securities Representative Cert Securities Industry Essentials (SIE) Exam Cert IBM Blue Core Coach Supervisor & Trainer Cert IBM Blue Core Executive Coach Cert Certified Life Coach (CLC) License License No. 74348826, 4231, 1899117, 1556434, 4980699, T0111079 Member XYPN Member NAPFA Member Fee-Only Network Member Exit Planning Institute Member Daylight IAN

Her Story

About Denise

Denise Sarkor is a distinguished Private Wealth Advisor and the Principal of Sarkor Financial Advisors, an independent, fee-only wealth management firm. With over 20 years of experience at the intersection of financial services, entrepreneurship, and human development, she specializes in guiding career executives, small business owners, and trailblazing leaders through comprehensive financial planning, investment management, and legacy-building strategies. Denise combines technical expertise with a deep commitment to client empowerment, helping individuals and families navigate complex financial landscapes and seize transformative opportunities. Before founding Sarkor Financial Advisors, Denise built a diverse career that spans Wall Street investment banking, service at the World Bank, and leadership in executive coaching. She serves as a Business Acquisition, Growth, and Exit Advisor for top U.S. small business accelerator programs, including New Majority Capital and Goldman Sachs Foundation's 10,000 Small Businesses Program, helping entrepreneurs scale and transition their ventures successfully. Denise’s work has earned her recognition such as the Comcast RISE Community Impact Award, reflecting her commitment to driving meaningful, lasting impact both professionally and in her community. Denise holds a Master of International Affairs in International Finance and Economic Policy from Columbia University’s School of International and Public Affairs (SIPA) and a Bachelor of Science in Business/Managerial Economics from The Wharton School. She is also a Certified Exit Planning Advisor (CEPA®), Chartered Advisor in Philanthropy (CAP®), and Certified Impact Philanthropy Advisor (IPA). Beyond her professional practice, Denise mentors wealth management interns, supports small business owners through various organizations, and advocates for financial literacy and empowerment, demonstrating a lifelong dedication to helping others achieve financial success and global impact.

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