Sarah Campbell Besso, CDFA®, CFA®
LPL Financial Advisor
Sarah Campbell Besso, CDFA®, CFA® | LPL Financial Advisor
Sarah serves as a financial advisor at Pence Wealth Management in Newport Bearch, CA. She is a graduate from McGill University. Her financial career began in 1991 when she started working in Institutional Equity Sales with coverage responsibilities for Montréal and Japanese Hedge Funds in New York City.
Sarah earned the Chartered Financial Analyst® (CFA®) designation in 1999 and the Certified Divorce Financial Analyst® (CDFA®) designation in 2014. Her research towards earning the CDFA® designation led Sarah’s focus towards people in transition.
Throughout her career, Sarah has had the pleasure of working for many Global Investment leaders: notably Morgan Stanley in NYC, Montréal & Paris, Wood Gundy and TD Securities in Montréal and Merrill Lynch here in California. Professional opportunities have moved her from Paris to Aix-en-Provence and finally now to California, after spending the last 13 years in France.
Sarah’s approach as a financial advisor is based on thorough wealth planning and on portfolios rooted in the principles of long-term investing. She diligently guides her clients through financial decisions, avoiding hasty decisions, and putting numbers to their goals.
Sarah has two busy teenage boys who have embraced California beach culture and play Varsity Tennis and JV Water Polo respectively.
CA Insurance Lic.# 17768804