Monday, June 19, 2017 – Beacon Pointe is pleased to announce that our own Karen Sarten CFP®, Senior Wealth Advisor, has been included in InvestmentNews’ nationally accredited 40 Under 40 list. This list offers a close look at some of the standout potential in the financial advice industry by spotlighting often unrecognized young talent doing remarkable things. While beginning as a purely numeric ranking when the list had its first phase from 1999-2003, it has now evolved into a ranking of power and influence and contains business executives, political figures, sportsmen, fashion designers, among many others under the age of forty, including wealth advisors like Karen.
Karen embodies our entire, nationally-based private client advisory team of Beacon Pointe: an exuberance when taking on tasks and a hands-on, won’t-say-no commitment to clients and the firm, both of which help promote the overall Beacon Pointe company goal of putting clients first and assisting them with fulfilling their life and legacy goals.
“Knowledge drives everything I do,” Karen said. “I’m always looking at ways to improve the client experience.”
She has a simple approach for dealing with clients who might think she’s too young to be giving out advice: being confident, being prepared, and being a team player, traits of which help fulfill Beacon Pointe’s mission to provide highly professional, comprehensive, and objective advice in a team-motivated environment.
Karen’s passion for financial education reaches beyond her clients. She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and serves as the Board Director for Beacon Pointe’s Women’s Advisory Institute. Karen is also a regular guest lecturer of the MBA Wealth Management Course at UC Irvine’s Paul Merage School of Business.
We encourage you to take a look at Karen’s profile during this exciting time for both her and our entire team of advisors at Beacon Pointe!