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Sarah Jean Campbell Besso CDFA®, CFA
Prudential Advisors
3333 Michelson Drive |
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Sarah’s life journey necessitated that she become informed about Divorce. She educated herself, obtained the CDFA® designation, and added this specialization to her accomplishments. With her diverse life experience, she has developed skills and expert knowledge valuable in wealth management. Sarah graduated from McGill University in Japanese Studies. Her financial career began in 1991 in Institutional Equity Sales with coverage responsibilities for Montréal and Japanese Hedge Funds in NYC. Sarah earned the Chartered Financial Analyst® (CFA®) designation in 1999 and the Certified Divorce Financial Analyst® (CDFA®) designation in 2014. Constantly renewing her skills and knowledge, in 2020 Sarah earned her RICP®, Retrirement Income Certified Professional. Throughout her career, Sarah has had the pleasure of working for many Global Investment leaders: notably Morgan Stanley in NYC, Montréal & Paris and Wood Gundy and TD Securities in Montréal. Professional opportunities moved her from Paris to Aix-en- Provence in 2006 and finally to California after almost 14 years in France. Sarah works with you on developing a financial plan tailored to your specific needs. Armed with the relevant facts and counselling experience, it is her job to make sure you feel comfortable regarding to your income, and confident regarding your wealth. She helps investors avoid making hasty decisions which may be more emotionally charged than financially sound. Sarah has two busy boys, involved in artistic expression through Visuals arts and music. They are attending University in NYC and Madrid respectivly. |
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800.875.1760
