Sarah K. Charles

I believe in empowering individuals to think holistically and intentionally about financial planning and wealth management. A champion of women’s financial empowerment and thought leader on investing successfully at any stage of life, I have spent over two decades at top advisory firms advising clients and advancing innovative approaches to client service. I am a strategic change-agent, leading future-focused organizational transformational efforts to accelerate profitability and innovation; a passionate storyteller known for connecting authentically with stakeholders; and a mission-driven thought leader on responsible and sustainable investing, developing female leaders, and increasing women’s confidence when it comes to investing.