"Knowledge drives

everything I do."

Karen%20Marie%20Sarten

Karen Marie Sarten

Karen Marie Sarten35

Senior wealth adviser, Beacon Pointe Advisors

Fast Facts

  • First job was working as a courtesy clerk at Albertsons.
  • Still gets nervous before a client meeting.
  • Worries about investor psychology in an 8-plus year bull market.

Karen Marie Sarten has wanted to be a financial adviser since … well, practically always. "It's been ever since I was in high school," she said. "In my freshman year, I thought stocks were cool, researched them and became very interested in all of what there is to be known about money."

And she has a simple approach for dealing with clients who might think she's too young to be doling out advice: being confident and being prepared. It's the massive preparation she does that eases the butterflies she gets before every client and prospect meeting.

"Knowledge drives everything I do," Ms. Sarten said. "I'm always looking at ways to improve the client experience."

Sharing that knowledge drives Ms. Sarten, who is board chair for the Women's Advisory Institute she helped start in 2012 at her company. "Its mission is to bring women to the table and develop content and resources tailored to the female investor," she said.

She is a founding member and contributor to the weekly financial education enewsletter “The Sense,” which the company hopes to spin into a book. "We're really trying to get people engaged," Ms. Sarten said.

– John Waggoner

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