Sarah Equils, CFP®

Sarah is an Associate Wealth Advisor in the Summit, NJ office and is responsible for providing a personalized wealth management experience by partnering with Beacon Pointe’s investment and financial planning teams. Her duties include asset allocation modeling, investment strategy implementation, portfolio performance reporting, and client services. Sarah began her career in wealth management at a boutique firm in Red Bank. It was in this role that Sarah found her passion for financial planning, particularly as it relates to tax planning. At Beacon Pointe, Sarah supports wealth advisors and uses her knowledge of tax planning to guide clients through all stages of their financial life. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®). A Campbell University alum (2007), Sarah now resides in Wall, New Jersey with her fiancé, David, two children, Jack and Abby, and their best (furry) friend, Dexter.