Advice For Women
By Women.
Empowering the female investors of today and the young investors of tomorrow. Beacon Pointe is committed to a unique and holistic approach to serving the financial needs of women.
WAI Industry Awards and Recognition
60
%
Corporate Leadership Team is Women
1
Largest Women-Led RIA in the Nation
320
+
Professional Designations & Advanced Degrees
We are moms, daughters, wives, sisters and friends.
We’re also business owners, financial planners, investment advisors and lawyers.
We understand you because we are real women, just like you.

Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to help provide female clients and their families with peace of mind. Additionally, WAI aims to enhance their ability to meet long-term life and legacy goals. We specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.

  • Michele Sarna

    Michele T. Sarna, AIF®, AWMA®, CFP®

    Partner, Managing Director

    Palm Desert, CA

    Michele Sarna, AIF®, AWMA®, CFP® is responsible for the development of financial plans that help clients…

  • Callie Renner

    Callie Renner, CDFA®, CFP®

    Wealth Advisor

    Summit, NJ

    As a Wealth Advisor with Beacon Pointe, Callie’s driving passion is helping clients achieve their…

  • Carrie Gallaway

    Carrie Gallaway, CFP®

    Partner, Managing Director

    New York, NY

    Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience…

Michele Sarna

Michele T. Sarna, AIF®, AWMA®, CFP®

Partner, Managing Director

Michele Sarna, AIF®, AWMA®, CFP® 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, leverage 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. Michele took a hiatus from the financial industry when she moved to the desert to help her husband run and manage a construction business. However, a few years later, she decided to go back to her passion in financial services. 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 Master of Science degree in Finance from Walden University and a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach.  Michele also holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ (AWMA®) designations. Michele is a Notary Public. She is married and has four children. During her free time, she likes to spend time with her family, read, exercise and participate in races benefiting non-profit organizations.

Callie Renner

Callie Renner, CDFA®, CFP®

Wealth Advisor

As a Wealth Advisor with Beacon Pointe, Callie’s driving passion is helping clients achieve their financial goals in each stage of life. Callie specializes in working with clients to develop customized strategies for their investments and financial planning needs. Some of her specialties include retirement planning, strategic tax & estate planning, life changes & milestones, values-based & impact investing, education planning, and insurance planning. Callie is a Certified Financial Planner™ (CFP®) and holds the Certified Divorce Financial Analyst (CDFA®) designation. Callie has nearly a decade of experience in the wealth management industry through Beacon Pointe and her previous role at a registered investment advisory firm in Northern New Jersey. Callie earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Outside of the office, Callie enjoys surfing, camping, hiking, and spending time with friends and family.

Carrie Gallaway

Carrie Gallaway, CFP®

Partner, Managing Director

Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the Certified Financial Planner™ (CFP®) designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting events.

How We Can Help

Beacon Pointe’s financial planning process aims to help you understand your financial picture in its entirety related to your entirely unique situation.

Divorce Financial Planning

You’re going through a divorce and need a trusted financial advisor. We have experienced wealth advisors on staff accredited with the Certified Divorce Financial Analyst (CDFA®) certification. They are dedicated to helping you navigate the complexities of divorce planning in order to create your new path forward.

Multi-Generational Wealth Planning

You’re at a point in your life where you are thinking more about your future and the legacy you wish to leave for your family. We have a team that specializes in multi-generational financial and estate planning, dedicated to helping you ensure your life and legacy goals come to fruition.

Spousal Wealth Planning

You’ve lost a loved one and are not sure where to go from here – emotionally or financially. We’re here to make this very difficult time manageable for you while honoring the legacy of those lost. We are here to help provide peace of mind for the future and be a shoulder to lean on as you heal.

Questions We Can Help Answer

We help answer the real, important questions related to your financial well-being and are keen on building the lives our clients envision for themselves.

How can I protect what I leave to my children? How do I manage my financial life after the death of a spouse?

How should I save for retirement? In what order should I spend my assets?

When should I take Social Security? Do I have the right insurance?

How do I pay for college tuition? Can I afford to switch careers or retire early? Can I afford a vacation home?

How do I manage my financial life after divorce?

WAI News & Events
Worth Magazine
Worth Magazine Honors Beacon Pointe Advisors

In an era marked by rapid changes in the financial and technology landscapes, Worth Magazine (“Worth”) recognizes the critical need for forward-thinking financial planning for the affluent and has relaunched the Leading Advisors Program for 2024 and years to come.

Is Beacon Pointe a Fit for You?

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We are here to be a trusted resource for you.  Please email us if our advisory team can be of service to you.

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