Karen (Sarten) Reifel, CFP®Karen (Sarten) Reifel, CFP®
Senior Wealth Advisor

Request an Appointment | Office Information

Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ (CFP®) designation. Beginning with a college internship, she has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011. As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon Pointe’s Private Client Group. Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients. She serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance. Karen resides in Southern California with her husband and two sons.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.