Michele T. Sarna, AIF®, AWMA®
Managing Director, Partner

Michele Sarna, AIF®, AWMA® is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Prior to her career in financial services, she and her husband ran and managed a construction business. She is also passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. She holds a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public. Michele is married and has four children. During her free time, she likes to run and participates in many races benefiting non-profit organizations.