Angeles Wealth
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Sarah Pezzino, CFP®, EA
Senior Associate of Complex Planning
Sarah Pezzino, CFP®, EA, is a Senior Associate, Complex Planning in the New York office of Angeles Wealth Management. She works closely with advisors and client families to develop thoughtful financial planning strategies that help clients make the most of their wealth and align their financial decisions with the lives they want to lead. Sarah brings experience working with high-net-worth and ultra-high-net-worth individuals and families across a broad range of financial planning needs. Her background in both wealth management and tax brings an additional perspective to her planning work, helping her consider the broader financial implications of the decisions clients make. She is passionate about helping people better understand their finances and making complex financial concepts more approachable. Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, an IRS designation recognizing expertise in federal taxation. She earned a Bachelor of Science in Finance and Accounting from Rutgers Business School.
