AeroLeads people directory · profile
Karen (Sarten) Reifel, Cfp® Email & Phone Number
Book Author
at
Your Dollars, Our Sense
1 work email found
@getthesense.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Book Author
Location
Irvine, California, United States
Company size
Who is Karen (Sarten) Reifel, Cfp®? Overview
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Quick answer
Karen (Sarten) Reifel, Cfp® is listed as Book Author at Your Dollars, Our Sense, a company with 8 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at getthesense.com and a matched LinkedIn profile for Karen (Sarten) Reifel, Cfp®.
Karen (Sarten) Reifel, Cfp® previously worked as Senior Wealth Advisor at Beacon Pointe and Women Advisory Institute Board Director at Beacon Pointe. Karen (Sarten) Reifel, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from California State University-Fullerton.
Company email context
Email format at Your Dollars, Our Sense
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{first}@getthesense.com
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AeroLeads found 1 current-domain work email signal for Karen (Sarten) Reifel, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Karen (Sarten) Reifel, Cfp®
I help my clients make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients. At Beacon Pointe we have built an incredible process to educate, empower and engage clients in their personal finances so they can build their best lives. Every day I get to have conversations that allow me to help my clients identify their personal values, business interests, goals, and future plans, to align their life and wealth. I am also fortunate to work for a firm that is wholeheartedly dedicated to empowering female investors through our Women’s Advisory Institute (WAI). Through our WAI initiatives, we are committed to a unique and holistic approach to serving the financial needs of women through all life experiences.Some of my specialties include:•Retirement Readiness•Retirement Income•Education Cost Planning •Strategic Tax & Estate Planning •Career & Business Planning •Life Changes & Milestones•Values-Based & Impact InvestingIf you would like to learn more about how we can work together, I would love to connect.
Listed skills include Portfolio Management, Wealth Management, Retirement Planning, College Savings Plans, and 8 others.
Current workplace
Karen (Sarten) Reifel, Cfp®'s current company
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Your Dollars, Our Sense
5 roles · 14 years
Karen (Sarten) Reifel, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
CurrentBeacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our.
Jul 2011 - Present
Women Advisory Institute Board Director
CurrentWhile we have found that our women clients appreciate our independent and holistic approach to providing advice, we strive to do more. We created The Beacon Pointe Women's Advisory Institute (WAI, pronounced "WAY") to provide a forum to share knowledge and explore how to best serve the needs and questions of female investors and their families. Our mission.
2012 - Present
~14 yrs 4 mos
Book Author
CurrentThis quick read is a go-to guide for decoding the essentials of life and money. The book makes sense of a variety of topics, including credit, saving priorities, investing, home ownership, insurance, children, estate planning and more. It provides readers with relatable and simple financial advice to help navigate various life stages and major life events.
Jan 2018 - Present
Investment Representative
Fidelity Investments
Jan 2006 - Jul 2011
2 education records
Karen (Sarten) Reifel, Cfp® education
Bachelor Of Business Administration (B.B.A.), Finance, General
Education record
FAQ
Frequently asked questions about Karen (Sarten) Reifel, Cfp®
Quick answers generated from the profile data available on this page.
What company does Karen (Sarten) Reifel, Cfp® work for?
Karen (Sarten) Reifel, Cfp® works for Your Dollars, Our Sense.
What is Karen (Sarten) Reifel, Cfp®'s role at Your Dollars, Our Sense?
Karen (Sarten) Reifel, Cfp® is listed as Book Author at Your Dollars, Our Sense.
What is Karen (Sarten) Reifel, Cfp®'s email address?
AeroLeads has found 1 work email signal at @getthesense.com for Karen (Sarten) Reifel, Cfp® at Your Dollars, Our Sense.
Where is Karen (Sarten) Reifel, Cfp® based?
Karen (Sarten) Reifel, Cfp® is based in Irvine, California, United States while working with Your Dollars, Our Sense.
What companies has Karen (Sarten) Reifel, Cfp® worked for?
Karen (Sarten) Reifel, Cfp® has worked for Your Dollars, Our Sense, Beacon Pointe, and Fidelity Investments.
How can I contact Karen (Sarten) Reifel, Cfp®?
You can use AeroLeads to view verified contact signals for Karen (Sarten) Reifel, Cfp® at Your Dollars, Our Sense, including work email, phone, and LinkedIn data when available.
What schools did Karen (Sarten) Reifel, Cfp® attend?
Karen (Sarten) Reifel, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance, General from California State University-Fullerton.
What skills is Karen (Sarten) Reifel, Cfp® known for?
Karen (Sarten) Reifel, Cfp® is listed with skills including Portfolio Management, Wealth Management, Retirement Planning, College Savings Plans, Estate Planning, Fixed Income, Investments, and Retirement Income Strategies.
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